Private Management Group INC
Irvine, CA·SEC-registered · CRD #104707
Private Management Group INC is an SEC-registered investment advisory firm in Irvine, CA managing $4.9B across 7.1k client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.9B
Client accounts
7.1k
Advisory staff
21
Fee model
Fee-only
How Private Management Group INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Private Management Group INC
How much does Private Management Group INC manage?
Per its most recent SEC Form ADV filing (04/24/2026), Private Management Group INC reports $4.9B in regulatory assets under management across roughly 7.1k client accounts.
How does Private Management Group INC charge?
Private Management Group INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Private Management Group INC a fiduciary?
Yes. Private Management Group INC is registered with the U.S. Securities and Exchange Commission (CRD #104707), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Private Management Group INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Private Management Group INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Private Management Group INC's public SEC Form ADV filing (CRD #104707, filed 04/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Private Management Group INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Private Management Group INC? Claim this profile.