The Private Investment Group, Inc.
The Private Investment Group, Inc. (CRD# 128876) is a financial advisory firm headquartered in Centerville, OH. They manage $147,759,837 in 438 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management148MILLION
-
Total Number of Accounts438ACCOUNTS
-
Average Account Value$337,351
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OH
Jack Bowman (CRD# 1165616) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 34 years of experience in the finance industry.
Alfredo Sandoval (CRD# 1934240) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 34 years of experience in the finance industry.
Nicholas Schubeler (CRD# 5453641) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 14 years of experience in the finance industry.