The Private Investment Group, Inc.

The Private Investment Group, Inc. (CRD# 128876) is a financial advisory firm headquartered in Centerville, OH. They manage $144,938,000 in 350 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $414,109
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
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.
Showing 1 - 3 of 3 top financial advisors.
1
Jack R. Bowman
CRD#: 1165616
800 East Franklin Street, Centerville, OH 45459

Jack Bowman (CRD# 1165616) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 31 years of experience in the finance industry.

2
Alfredo A. Sandoval
CRD#: 1934240
800 East Franklin Street, Centerville, OH 45459

Alfredo Sandoval (CRD# 1934240) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 31 years of experience in the finance industry.

3
Nicholas D. Schubeler
CRD#: 5453641
800 East Franklin Street, Centerville, OH 45459

Nicholas Schubeler (CRD# 5453641) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 10 years of experience in the finance industry.

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