The Private Client Advisory Group, LLC
The Private Client Advisory Group, LLC (CRD# 311221) is a financial advisory firm headquartered in Manasquan, NJ. They manage $53,395,976 in 198 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management53MILLION
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Total Number of Accounts198ACCOUNTS
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Average Account Value$269,677
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MD, NJ, NY, PA, VA
Mark Faccone (CRD# 3112389) is an Investment Advisor Representative working at The Private Client Advisory Group, LLC in Manasquan, NJ and has over 25 years of experience in the finance industry.
Kyle Kim (CRD# 2446395) is an Investment Advisor Representative working at The Private Client Advisory Group, LLC in Manasquan, NJ and has over 27 years of experience in the finance industry.
Diane Metivier (CRD# 4105692) is an Investment Advisor Representative working at The Private Client Advisory Group, LLC in Cinnaminson, NJ and has over 24 years of experience in the finance industry.
Renee Pepia (CRD# 5489410) is an Investment Advisor Representative working at The Private Client Advisory Group, LLC in Manasquan, NJ and has over 14 years of experience in the finance industry.
J Savage (CRD# 2529714) is an Investment Advisor Representative working at The Private Client Advisory Group, LLC in Manasquan, NJ and has over 29 years of experience in the finance industry.