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 a corporation that has been registered with the SEC since 1986 and is owned by an individual. The firm advises both individual/family clients and institutional clients, providing portfolio management for individuals, small businesses, and businesses or institutions. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor, is not a pension consultant, and is not classified as a capital allocator; however, it uses external managers for certain alternative exposures.
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 1JOHN LUCIANO
Chief Compliance Officer And Chief Financial OfficerCRD 2714645
Contacts
3 of 27Sean Johnson
Client ManagementCRD 8001564
KRISTIN MCCOY
Client ManagementCRD 6384734
Evan Echelberger
AnalystCRD 7844160
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$57.6M in ETFs
94%
$53.8M
3%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $9.7M | 122,960 | 16.93% |
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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