Private Management Group Inc.

Private Management Group Inc. (CRD# 104707) is a financial advisory firm headquartered in Irvine, CA. They manage $2,154,287,682 in 5,042 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,154
    MILLION
  • Total Number of Accounts
    5,042
    ACCOUNTS
  • Average Account Value
    $427,268
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, KS, LA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OR, PA, TX, UT, VA, WA

Financial Advisors at Private Management Group Inc.
Showing 1 - 10 of 14 top financial advisors.
1
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 9 years of experience in the finance industry.

2
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.

3
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.

4
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.

5
Ryan K. Lockwood
CRD#: 5920240
15635 Alton Parkway, Suite 400, Irvine, CA 92618
93
Wealthminder
score

Ryan Lockwood (CRD# 5920240) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 6 years of experience in the finance industry.

6
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.

7
Christopher J. Baum
CRD#: 6146336
15635 Alton Parkway, Suite 400, Irvine, CA 92618
90
Wealthminder
score

Christopher Baum (CRD# 6146336) 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.

8
Bryan J. Lee
CRD#: 6104937
15635 Alton Parkway, Suite 400, Irvine, CA 92618
90
Wealthminder
score

Bryan Lee (CRD# 6104937) 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.

9
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.

10
Gregory M. Lopez
CRD#: 6056529
15635 Alton Parkway, Suite 400, Irvine, CA 92618
89
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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.