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, individually owned RIA organized as an LLC and SEC-registered in 2022. The firm focuses on wealth management for individuals and families and operates as a capital allocator, combining fee models that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 5Kenneth 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
$131M in ETFs
99%
$129M
1%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $20M | 30,741 | 15.34% |
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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