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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUNN, ROBERT, B | I | VICE PRESIDENT; SECRETARY; CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, ROBERT, B | I | VICE PRESIDENT, SECRETARY | NA | Control |
| DUNN, WILLIAM | I | PRESIDENT | E | Control |
| DUNN, WILLIAM, JAMES | I | PRESIDENT | E | Control |
| DUNN, WILLIAM, JAMES | I | PRESIDENT | E | Control |
| DUNN, WILLIAM, JAMES | I | PRESIDENT | E | Control |
| DUNN, WILLIAM, JAMES | I | PRESIDENT | E | Control |
| DUNN, WILLIAM, JAMES | I | PRESIDENT | E | Control |
| DUNN, WILLIAM, JAMES | I | PRESIDENT | E | Control |
| DUNN, ROBERT, B | I | VICE PRESIDENT; SECRETARY; CHIEF COMPLIANCE OFFICER | A | Control |
| DUNN, ROBERT, B | I | VICE PRESIDENT; SECRETARY; CHIEF COMPLIANCE OFFICER | A | Control |
| DUNN, ROBERT, B | I | VICE PRESIDENT; SECRETARY; CHIEF COMPLIANCE OFFICER | A | Control |
| DUNN, ROBERT, B | I | VICE PRESIDENT; SECRETARY; CHIEF COMPLIANCE OFFICER | A | Control |
| DUNN, ROBERT, B | I | VICE PRESIDENT; SECRETARY; CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Apr 2, 2012 REGISTERED
Notice Filings (5)
FL NH NJ NY PA
Address
512 EXECUTIVE DRIVEPRINCETON, NJ 08540
United States
Phone: 609-921-7002