The Private Investment Group, Inc.
The Private Investment Group, Inc. (CRD# 128876) is a financial advisory firm headquartered in Centerville, OH. They manage $132,692,323 in 313 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
The Private Investment Group, Inc.
By the Numbers
-
Total Assets Under Management133MILLION
-
Total Number of Accounts313ACCOUNTS
-
Average Account Value$423,937
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
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

Registered Investment Advisor
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.
CA, OH
Financial Advisors at The Private Investment Group, Inc.
1
Jack Bowman (CRD# 1165616) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 28 years of experience in the finance industry.
2
Alfredo Sandoval (CRD# 1934240) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 28 years of experience in the finance industry.
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