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PRIVATE COUNSEL GROUP, LTD.
CRD 300083 · SEC 801-135690
350 MASSACHUSETTS AVE, SUITE 300, INDIANAPOLIS, IN, 46204, United States
Phone
317-627-8957
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$116.0M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $6.3M |
| High net worth individuals | 32 | $109.7M |
All web addresses on file
Official SEC filing: View on IAPD