Overview
Assets Under Management: $148 million
Headquarters: CENTERVILLE, OH
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Frequently Asked Questions
THE PRIVATE INVESTMENT GROUP, INC. 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 #128876), THE PRIVATE INVESTMENT GROUP, INC. is subject to fiduciary duty under federal law.
THE PRIVATE INVESTMENT GROUP, INC. is headquartered in CENTERVILLE, OH.
THE PRIVATE INVESTMENT GROUP, INC. serves 40 high-net-worth clients according to their SEC filing dated November 13, 2024. View client details ↓
According to their SEC Form ADV, THE PRIVATE INVESTMENT GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
THE PRIVATE INVESTMENT GROUP, INC. manages $148 million in client assets according to their SEC filing dated November 13, 2024.
According to their SEC Form ADV, THE PRIVATE INVESTMENT GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 438
Discretionary Accounts: 424
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 128876
Last Filing Date: 2024-11-13 00:00:00
Website: https://tpiginc.com