Private Client Capital Group, LLC

Private Client Capital Group, LLC (CRD# 175298) is a financial advisory firm headquartered in Pennington, NJ. They manage $9,400,000 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $940,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Private Client Capital Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Victor J. Medina
CRD#: 6457820
65 South Main Street, Ste. B-106, Pennington, NJ 08534
88
Wealthminder
score

Victor Medina (CRD# 6457820) is an Investment Advisor Representative working at Private Client Capital Group, LLC in Pennington, NJ and has 1 year of experience in the finance industry.

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