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PRIVATE CLIENT GROUP ASSET MANAGEMENT

PCG ASSET MANAGEMENT, LLC

CRD 148208 · SEC 801-126371

Visit website

240 MAIN STREET, SUITE 200, GLADSTONE, NJ, 07934, United States

Phone

908-719-3024

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$143.1M

Discretionary AUM

$143.1M

Team

5 total employees; 5 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals65$21.7M
High net worth individuals44$121.4M

States served

NJ, NY, PA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD