Private Management Group Inc.

Private Management Group Inc. (CRD# 104707) is a financial advisory firm headquartered in Irvine, CA. They manage $4,167,304,710 in 6,440 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,167
    MILLION
  • Total Number of Accounts
    6,440
    ACCOUNTS
  • Average Account Value
    $647,097
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Private Management Group Inc.
Showing 1 - 10 of 24 top financial advisors.
1
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 16 years of experience in the finance industry.

2
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 9 years of experience in the finance industry.

3
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 6 years of experience in the finance industry.

4
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 36 years of experience in the finance industry.

5
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.

6
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 10 years of experience in the finance industry.

7
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.

8
Luis A. Martinez
CRD#: 2144465
1482 Carmelita St, Laguna Beach, CA 92651

Luis Martinez (CRD# 2144465) is an Investment Advisor Representative working at Private Management Group Inc. in Laguna Beach, CA and has over 32 years of experience in the finance industry.

9
Kristin M. McCoy
CRD#: 6384734
15635 Alton, Suite 400, Irvine, CA 92618

Kristin McCoy (CRD# 6384734) 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.

10
Stephen L. Parker
CRD#: 2713872
15635 Alton Parkway, Suite 400, Irvine, CA 92618

Stephen Parker (CRD# 2713872) 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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