Overview
Assets Under Management: $110 million
Headquarters: PALM CITY, FL
High-Net-Worth Clients: 52
Average Client Assets: $1.4 million
Frequently Asked Questions
PRIVATE CLIENT ADVISOR 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 #330038), PRIVATE CLIENT ADVISOR GROUP, LLC is subject to fiduciary duty under federal law.
PRIVATE CLIENT ADVISOR GROUP, LLC is headquartered in PALM CITY, FL.
PRIVATE CLIENT ADVISOR GROUP, LLC serves 52 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, PRIVATE CLIENT ADVISOR GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PRIVATE CLIENT ADVISOR GROUP, LLC manages $110 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, PRIVATE CLIENT ADVISOR GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.97%
Average Client Assets: $1.4 million
Total Client Accounts: 391
Discretionary Accounts: 391
Regulatory Filings
CRD Number: 330038
Filing ID: 2039551
Last Filing Date: 2026-02-26 12:30:12