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).

Current Firm Details
800 East Franklin Street, Centerville, OH 45459
http://www.privateinvestmentgroup.com
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 Bowman, financial advisor Centerville OH
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 Sandoval, financial advisor Centerville OH
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 Schubeler, financial advisor Centerville OH
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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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