PRIVATE WEALTH MANAGEMENT GROUP INC
CRD #108971 SEC #801-57021 PRINCETON, NJ 609-921-7002
SEC Registered
Total AUM
$127.6M
Discretionary
$95.6M
Employees
1
Clients
101
Accounts
436
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $127.6M | $95.6M | $32M | 1 | 26 |
| Mar 2011 | $131.7M | $97.3M | $34.5M | 5 | -- |
| Mar 2010 | $112.5M | $59.8M | $52.7M | 5 | -- |
| Aug 2007 | $114.5M | $0 | $114.5M | 5 | -- |
| Mar 2007 | $114.5M | $0 | $114.5M | 5 | -- |
| Mar 2006 | $82.4M | $0 | $82.4M | 5 | -- |
| Apr 2002 | $46M | $0 | $46M | 5 | -- |
DateApr 2012
Total AUM$127.6M
Discretionary$95.6M
Non-Disc.$32M
Employees1
Clients26
DateMar 2011
Total AUM$131.7M
Discretionary$97.3M
Non-Disc.$34.5M
Employees5
Clients--
DateMar 2010
Total AUM$112.5M
Discretionary$59.8M
Non-Disc.$52.7M
Employees5
Clients--
DateAug 2007
Total AUM$114.5M
Discretionary$0
Non-Disc.$114.5M
Employees5
Clients--
DateMar 2007
Total AUM$114.5M
Discretionary$0
Non-Disc.$114.5M
Employees5
Clients--
DateMar 2006
Total AUM$82.4M
Discretionary$0
Non-Disc.$82.4M
Employees5
Clients--
DateApr 2002
Total AUM$46M
Discretionary$0
Non-Disc.$46M
Employees5
Clients--