Private Client Group Asset Management
Firm details
- Headquarters
- Gladstone, New Jersey
- CRD number
- 148208
- Registered since
- August 11, 2022
- Website
- www.privateclientgroupam.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.81%
- Individuals15.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Private Client Group Asset Management is an independent, SEC-registered registered investment adviser organized as an LLC and recorded its SEC registration in 2022. The firm serves individual and family clients and operates as a capital allocator, using third-party managers alongside in-house advice. Its service mix includes financial planning, portfolio management for individuals and small businesses, and selecting other advisers for clients. Fee arrangements are flexible—percentage-of-AUM billing is offered alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities31%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Contacts
3 of 5
Kenneth Lenskold
Registered RepresentativeCRD 1423089
Zachary Tombs
Financial AdvisorCRD 6788996
Gary Prince
Registered RepresentativeCRD 6991085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$145M in ETFs
99%
$143M
1%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $23M | 30,741 | 15.88% |
Location
Gladstone, NJ
Somerset
Location
Gladstone, NJ
Headquartered in Gladstone, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 240 Main St
- Time zone
- ET (UTC-5)
- Office locations
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