Private Management Group Inc.

Private Management Group Inc. (CRD# 104707) is a financial advisory firm headquartered in Irvine, CA. They manage $3,076,614,913 in 5,786 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,077
    MILLION
  • Total Number of Accounts
    5,786
    ACCOUNTS
  • Average Account Value
    $531,734
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, FL, GA, HI, ID, IL, LA, MA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

Financial Advisors at Private Management Group Inc.
Showing 1 - 10 of 27 top financial advisors.
1
Robert J. Beck
CRD#: 6808351
15635 Alton Parkway Ste 400, Irvine, CA 92618

Robert Beck (CRD# 6808351) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 3 years of experience in the finance industry.

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

Jonathan Chin (CRD# 5504798) 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.

3
Marcus D. Chin
CRD#: 6452907
15635 Alton Parkway, Suite 400, Irvine, CA 92618

Marcus Chin (CRD# 6452907) 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.

4
Linda J. Clark
CRD#: 4815527
15635 Alton Parkway, Suite 400, Irvine, CA 92618

Linda Clark (CRD# 4815527) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 15 years of experience in the finance industry.

5
Diane S. De La Cruz
CRD#: 6837654
15635 Alton Pkwy Ste 400, Irvine, CA 92618

Diane De La Cruz (CRD# 6837654) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 3 years of experience in the finance industry.

6
Matthew D. Hudack
CRD#: 1569769
180 E. Main St., Ste 206, Tustin, CA 92780

Matthew Hudack (CRD# 1569769) is an Investment Advisor Representative working at Private Management Group Inc. in Tustin, CA and has over 33 years of experience in the finance industry.

7
William H. Kimbrell
CRD#: 269579
Orange, CA

William Kimbrell (CRD# 269579) is an Investment Advisor Representative working at Private Management Group Inc. in Orange, CA and has 1 year of experience in the finance industry.

8
Gary R. Kurtz
CRD#: 816053
Laguna Niguel, CA

Gary Kurtz (CRD# 816053) is an Investment Advisor Representative working at Private Management Group Inc. in Laguna Niguel, CA and has over 34 years of experience in the finance industry.

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

Gregory Lopez (CRD# 6056529) 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.

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

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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