Private Management Group Inc.

Private Management Group Inc. (CRD# 104707) is a financial advisory firm headquartered in Irvine, CA. They manage $2,473,529,979 in 5,040 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,474
    MILLION
  • Total Number of Accounts
    5,040
    ACCOUNTS
  • Average Account Value
    $490,780
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CT, FL, GA, HI, ID, IL, LA, MA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OR, TX, UT, VA, WA

Financial Advisors at Private Management Group Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Christopher J. Baum
CRD#: 6146336
15635 Alton Parkway, Suite 400, Irvine, CA 92618
96
Wealthminder
score

Christopher Baum (CRD# 6146336) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 5 years of experience in the finance industry.

2
Jonathan A. Chin
CRD#: 5504798
15635 Alton Parkway, Suite 400, Irvine, CA 92618
96
Wealthminder
score

Jonathan Chin (CRD# 5504798) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 10 years of experience in the finance industry.

3
Ryan K. Lockwood
CRD#: 5920240
15635 Alton Parkway, Suite 400, Irvine, CA 92618
96
Wealthminder
score

Ryan Lockwood (CRD# 5920240) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 7 years of experience in the finance industry.

4
Dennis A. Reiland
CRD#: 1238400
15635 Alton Parkway, Suite 400, Irvine, CA 92618
96
Wealthminder
score

Dennis Reiland (CRD# 1238400) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 32 years of experience in the finance industry.

5
Robert T. Summers
CRD#: 1451618
15635 Alton Parkway, Suite 400, Irvine, CA 92618
96
Wealthminder
score

Robert Summers (CRD# 1451618) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 25 years of experience in the finance industry.

6
Linda J. Clark
CRD#: 4815527
15635 Alton Parkway, Suite 400, Irvine, CA 92618
93
Wealthminder
score

Linda Clark (CRD# 4815527) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 12 years of experience in the finance industry.

7
Bryan J. Lee
CRD#: 6104937
15635 Alton Parkway, Suite 400, Irvine, CA 92618
93
Wealthminder
score

Bryan Lee (CRD# 6104937) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 5 years of experience in the finance industry.

8
Jeffrey L. Payne
CRD#: 4799177
15635 Alton Parkway, Suite 400, Irvine, CA 92618
93
Wealthminder
score

Jeffrey Payne (CRD# 4799177) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 13 years of experience in the finance industry.

9
Gregory M. Lopez
CRD#: 6056529
15635 Alton Parkway, Suite 400, Irvine, CA 92618
90
Wealthminder
score

Gregory Lopez (CRD# 6056529) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 4 years of experience in the finance industry.

10
John M. Luciano
CRD#: 2714645
15635 Alton Parkway, Suite 400, Irvine, CA 92618
90
Wealthminder
score

John Luciano (CRD# 2714645) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has 1 year of experience in the finance industry.

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