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PRIVATE CLIENT ADVISOR GROUP, LLC
CRD 330038 · SEC 801-134899
901 SW MARTIN DOWNS BLVD., SUITE 200 D, PALM CITY, FL, 34990, United States
Phone
516-241-3934
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.0M
Discretionary AUM
$110.0M
Team
6 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $35.2M |
| High net worth individuals | 52 | $74.8M |
States served
KS, NE, NY, OK, UT, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD