Private Wealth Management Group

Private Wealth Management Group (CRD# 166539) is a financial advisory firm headquartered in Princeton, NJ. They manage $180,341,415 in 557 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    557
    ACCOUNTS
  • Average Account Value
    $323,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

FL, NH, NJ, NY, PA

Financial Advisors at Private Wealth Management Group
Showing 1 - 5 of 5 top financial advisors.
1
Tara C. Bansal
CRD#: 5491146
512 Executive Drive, Princeton, NJ 08540
96
Wealthminder
score

Tara Bansal (CRD# 5491146) is an Investment Advisor Representative working at Private Wealth Management Group in Princeton, NJ and has over 8 years of experience in the finance industry. Tara Bansal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan M. Vogel
CRD#: 4687524
512 Executive Drive, Princeton, NJ 08540
96
Wealthminder
score

Ryan Vogel (CRD# 4687524) is an Investment Advisor Representative working at Private Wealth Management Group in Princeton, NJ and has over 13 years of experience in the finance industry. Ryan Vogel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel H. Satz
CRD#: 5420533
512 Executive Drive, Princeton, NJ 08540
93
Wealthminder
score

Daniel Satz (CRD# 5420533) is an Investment Advisor Representative working at Private Wealth Management Group in Princeton, NJ and has over 7 years of experience in the finance industry.

4
Robert B. Dunn
CRD#: 4377140
512 Executive Drive, Princeton, NJ 08540
90
Wealthminder
score

Robert Dunn (CRD# 4377140) is an Investment Advisor Representative working at Private Wealth Management Group in Princeton, NJ and has 1 year of experience in the finance industry. Robert Dunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Ryan A. Dunn
CRD#: 6160164
512 Executive Drive, Princeton, NJ 08540
89
Wealthminder
score

Ryan Dunn (CRD# 6160164) is an Investment Advisor Representative working at Private Wealth Management Group in Princeton, NJ and has over 2 years of experience in the finance industry.

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