Private Management Group Inc
Firm details
- Headquarters
- Irvine, California
- CRD number
- 104707
- Registered since
- September 26, 1986
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.96%
- Individuals12.75%
- Pension & Profit Sharing Plans4.4%
- Corporations / Businesses1.74%
- Charitable Organizations1.15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Private Management Group Inc is an independent, privately owned registered investment adviser that provides portfolio management to both individual/family clients and institutions. The firm is registered with the SEC (registered in 1986) and operates on a fee model tied to assets under management. Its advisory mandate covers discretionary portfolio management for individuals and small businesses as well as for business and institutional clients. The firm does not identify as an ESG investor, is not structured as a capital allocator, and does not position itself as a pension consultant or multi-state adviser in its filings.
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
- Exchange Traded Equities72%
- Investment Grade Corp Bonds12%
- Non-Investment Grade Corp Bonds9%
- US Government Bonds4%
- Public Funds/Mutual Funds2%
Owners & executives
1 of 1
John Luciano
Chief Compliance Officer And Chief Financial OfficerCRD 2714645
Contacts
3 of 28
Jon Fenster
PartnerCRD 5192479
James Plotkin
CRD 6935197
Edward Stile
Financial AdvisorCRD 6935199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$66.8M in ETFs
94%
$63M
3%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $9.7M | 105,483 | 14.46% |
Location
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 15635 Alton Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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