Private Group Wealth Management, LLC

Private Group Wealth Management, LLC (CRD# 118231) is a financial advisory firm headquartered in , . They manage $30,000,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.pgwm.net
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $428,571
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Private Group Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patrick Moore, financial advisor Fredericksburg TX
Patrick L. Moore
CRD#: 2691683
Fredericksburg, TX

Patrick Moore (CRD# 2691683) is an Investment Advisor Representative working at Private Group Wealth Management, LLC in Fredericksburg, TX and has over 28 years of experience in the finance industry.

2
Raymond Rodriguez, financial advisor Fort Lauderdale FL
Raymond A. Rodriguez
CRD#: 402397
Fort Lauderdale, FL

Raymond Rodriguez (CRD# 402397) is an Investment Advisor Representative working at Private Group Wealth Management, LLC in Fort Lauderdale, FL and has over 29 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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