Overview
Assets Under Management: $1.0 billion
Headquarters: WEST HARTFORD, CT
High-Net-Worth Clients: 649
Average Client Assets: $1.1 million
Frequently Asked Questions
PRIVATE CAPITAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126665), PRIVATE CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
PRIVATE CAPITAL GROUP, LLC is headquartered in WEST HARTFORD, CT.
PRIVATE CAPITAL GROUP, LLC serves 649 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, PRIVATE CAPITAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PRIVATE CAPITAL GROUP, LLC manages $1.0 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, PRIVATE CAPITAL GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 649
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.02%
Average Client Assets: $1.1 million
Total Client Accounts: 2,422
Discretionary Accounts: 2,422
Regulatory Filings
CRD Number: 126665
Filing ID: 1163741
Last Filing Date: 2018-03-29 18:48:00