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THE PRIVATE CLIENT ADVISORY GROUP, LLC
CRD 311221 · SEC 801-120118
2517 HIGHWAY 35, BUILDING L, SUITE 100, MANASQUAN, NJ, 08736, United States
Phone
732-702-2844
Fax
732-702-2755
Registration
— (—)
Source
State registered
Total AUM
$57.9M
Discretionary AUM
$51.1M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $33.4M |
| High net worth individuals | 14 | $24.5M |
All web addresses on file
Official SEC filing: View on IAPD