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 11 - 20 of 24 top financial advisors.
11
Jeffrey L. Payne
CRD#: 4799177
15635 Alton Parkway, Suite 400, Irvine, CA 92618

Jeffrey Payne (CRD# 4799177) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 19 years of experience in the finance industry.

12
James L. Plotkin
CRD#: 6935197
5650 El Camino Real, Ste 223, Carlsbad, CA 92008

James Plotkin (CRD# 6935197) is an Investment Advisor Representative working at Private Management Group Inc. in Carlsbad, CA and has over 22 years of experience in the finance industry.

13
Dennis A. Reiland
CRD#: 1238400
15635 Alton Parkway, Suite 400, Irvine, CA 92618

Dennis Reiland (CRD# 1238400) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 38 years of experience in the finance industry.

14
Emily M. Reiland
CRD#: 7042378
15635 Alton Parkway Ste 400, Irvine, CA 92618

Emily Reiland (CRD# 7042378) 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.

15
Edward D. Stile
CRD#: 6935199
2830 Avenida De Autlan, Camarillo, CA 93010

Edward Stile (CRD# 6935199) is an Investment Advisor Representative working at Private Management Group Inc. in Camarillo, CA and has 1 year of experience in the finance industry.

16
Robert T. Summers
CRD#: 1451618
15635 Alton Parkway, Suite 400, Irvine, CA 92618

Robert Summers (CRD# 1451618) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 31 years of experience in the finance industry.

17
Sean A. Summers
CRD#: 6118416
15635 Alton Parkway, Suite 400, Irvine, CA 92618

Sean Summers (CRD# 6118416) 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.

18
Horace D. Trueblood
CRD#: 449769
Orange, CA

Horace Trueblood (CRD# 449769) is an Investment Advisor Representative working at Private Management Group Inc. in Orange, CA and has over 23 years of experience in the finance industry.

19
Cody R. Dunn
CRD#: 7704089
15635 Alton Parkway, Suite 400, Irvine, CA 92618

Cody Dunn (CRD# 7704089) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has 1 year of experience in the finance industry.

20
Evan Echelberger
CRD#: 7844160
15635 Alton Parkway, Suite 400, Irvine, CA 92618

Evan Echelberger (CRD# 7844160) 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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