Private Wealth Group, LLC

Private Wealth Group, LLC (CRD# 128560) is a financial advisory firm headquartered in Tampa, FL. They manage $266,489,657 in 604 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    604
    ACCOUNTS
  • Average Account Value
    $441,208
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NJ, NV, TX, UT

Financial Advisors at Private Wealth Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael M. Anderson
CRD#: 4692633
4902 Eisenhower Blvd, Suite 150, Tampa, FL 33634

Michael Anderson (CRD# 4692633) is an Investment Advisor Representative working at Private Wealth Group, LLC in Tampa, FL and has over 14 years of experience in the finance industry.

2
Stephen F. Segundo
CRD#: 2915678
4902 Eisenhower Blvd, Suite 150, Tampa, FL 33634

Stephen Segundo (CRD# 2915678) is an Investment Advisor Representative working at Private Wealth Group, LLC in Tampa, FL and has over 25 years of experience in the finance industry.

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