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PRIVATE CLIENT GROUP ASSET MANAGEMENT

Tel: 908-719-3024
240 Main Street
Building D Suite 200
Gladstone, New Jersey  07934

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PRIVATE CLIENT GROUP ASSET MANAGEMENT

PRIVATE CLIENT GROUP ASSET MANAGEMENT is a Gladstone, New Jersey based financial advisory firm with nearly $125,448,009 in assets under management and provides investment advisory services for 224 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

148208

SEC#:

801-126371

No. of Clients:

224

Assets under Management

$125,448,009

No. of Advisors:

2

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