Private Client Group Asset Management

Private Client Group Asset Management (CRD# 148208) is a financial advisory firm headquartered in Bedminster, NJ. They manage $125,448,009 in 224 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
376 Main Street, Suite 200, Bedminster, NJ 07921
http://www.privateclientgroupam.com
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $560,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NH, NJ, NY, PA, TX

Financial Advisors at Private Client Group Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Ricki Jaye, financial advisor Longwood FL
Ricki A. Jaye
CRD#: 1091766
Longwood, FL

Ricki Jaye (CRD# 1091766) is an Investment Advisor Representative working at Private Client Group Asset Management in Longwood, FL and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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