Investment adviser · CRD 108971

PRIVATE WEALTH MANAGEMENT GROUP INC

Investment adviser filing (IA)

PRINCETON, NJ, United States · Form ADV filed Apr 2, 2012

Regulatory AUM
$128M
Form ADV · Item 5.F
Client accounts
436
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 2, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

512 EXECUTIVE DRIVE
PRINCETON, NJ, 08540, United States

CRD 108971

Filing source

Form ADV 634085 · Apr 2, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.