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).

Current Firm Details
2517 Highway 35, Building L, Suite 100, Manasquan, NJ 08736
http://www.thepcag.com
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $269,677
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.

FL, MD, NJ, NY, PA, VA

Financial Advisors at The Private Client Advisory Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Mark Faccone, financial advisor Manasquan NJ
Mark A. Faccone
CRD#: 3112389
2517 Highway 35, Building L, Suite 100, Manasquan, NJ 08736

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.

2
Kyle Kim, financial advisor Manasquan NJ
Kyle J. Kim
CRD#: 2446395
2517 Highway 35, Building L, Suite 100, Manasquan, NJ 08736

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.

3
Diane Metivier, financial advisor Cinnaminson NJ
Diane L. Metivier
CRD#: 4105692
Cinnaminson, NJ

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.

4
Renee Pepia, financial advisor Manasquan NJ
Renee D. Pepia
CRD#: 5489410
2517 Highway 35, Building L, Suite 100, Manasquan, NJ 08736

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.

5
J Savage, financial advisor Manasquan NJ
J S. Savage
CRD#: 2529714
2517 Highway 35, Building L, Suite 100, Manasquan, NJ 08736

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals