PCG ASSET MANAGEMENT, LLC
Legal name: PRIVATE CLIENT GROUP ASSET MANAGEMENT
CRD #148208 SEC #801-126371 GLADSTONE, NJ 908-719-3024
SEC Registered
Total AUM
$136.2M
Discretionary
$136.2M
Employees
5
Clients
26
Accounts
206
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $136.2M | $136.2M | $0 | 5 | 0 |
| Mar 2025 | $136.2M | $136.2M | $0 | 5 | 0 |
| Jan 2025 | $125.4M | $125.4M | $0 | 2 | 0 |
| Feb 2024 | $125.4M | $125.4M | $0 | 2 | 0 |
| Jul 2023 | $113.8M | $10.6M | $103.2M | 3 | 0 |
| Mar 2023 | $113.8M | $10.6M | $103.2M | 6 | 0 |
| Oct 2022 | $136.6M | $16.8M | $119.8M | 6 | 0 |
| Aug 2022 | $136.6M | $16.8M | $119.8M | 6 | 0 |
| Jul 2022 | $136.6M | $16.8M | $119.8M | 6 | 0 |
| Jul 2022 | $136.6M | $16.8M | $119.8M | 6 | 0 |
| Sep 2012 | $22.2M | $0 | $22.2M | 1 | 26 |
| Sep 2012 | $22.2M | $0 | $22.2M | 1 | 26 |
| Aug 2012 | $22.2M | $0 | $22.2M | 1 | 26 |
| Aug 2012 | $22.2M | $0 | $22.2M | 1 | 26 |
| Aug 2012 | $22.2M | $0 | $22.2M | 1 | 26 |
| Apr 2012 | $22.2M | $0 | $22.2M | 1 | 26 |
| Mar 2012 | $22.2M | $0 | $22.2M | 1 | 26 |
| May 2011 | $69M | $0 | $69M | 5 | -- |
| Apr 2011 | $69M | $0 | $69M | 5 | -- |
| Mar 2011 | $69M | $0 | $69M | 5 | -- |
| Feb 2011 | $54.1M | $0 | $54.1M | 5 | -- |
| Oct 2010 | $54.1M | $0 | $54.1M | 5 | -- |
| Feb 2009 | $54.1M | $0 | $54.1M | 5 | -- |
DateAug 2025
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$113.8M
Discretionary$10.6M
Non-Disc.$103.2M
Employees3
Clients0
DateMar 2023
Total AUM$113.8M
Discretionary$10.6M
Non-Disc.$103.2M
Employees6
Clients0
DateOct 2022
Total AUM$136.6M
Discretionary$16.8M
Non-Disc.$119.8M
Employees6
Clients0
DateAug 2022
Total AUM$136.6M
Discretionary$16.8M
Non-Disc.$119.8M
Employees6
Clients0
DateJul 2022
Total AUM$136.6M
Discretionary$16.8M
Non-Disc.$119.8M
Employees6
Clients0
DateJul 2022
Total AUM$136.6M
Discretionary$16.8M
Non-Disc.$119.8M
Employees6
Clients0
DateSep 2012
Total AUM$22.2M
Discretionary$0
Non-Disc.$22.2M
Employees1
Clients26
DateSep 2012
Total AUM$22.2M
Discretionary$0
Non-Disc.$22.2M
Employees1
Clients26
DateAug 2012
Total AUM$22.2M
Discretionary$0
Non-Disc.$22.2M
Employees1
Clients26
DateAug 2012
Total AUM$22.2M
Discretionary$0
Non-Disc.$22.2M
Employees1
Clients26
DateAug 2012
Total AUM$22.2M
Discretionary$0
Non-Disc.$22.2M
Employees1
Clients26
DateApr 2012
Total AUM$22.2M
Discretionary$0
Non-Disc.$22.2M
Employees1
Clients26
DateMar 2012
Total AUM$22.2M
Discretionary$0
Non-Disc.$22.2M
Employees1
Clients26
DateMay 2011
Total AUM$69M
Discretionary$0
Non-Disc.$69M
Employees5
Clients--
DateApr 2011
Total AUM$69M
Discretionary$0
Non-Disc.$69M
Employees5
Clients--
DateMar 2011
Total AUM$69M
Discretionary$0
Non-Disc.$69M
Employees5
Clients--
DateFeb 2011
Total AUM$54.1M
Discretionary$0
Non-Disc.$54.1M
Employees5
Clients--
DateOct 2010
Total AUM$54.1M
Discretionary$0
Non-Disc.$54.1M
Employees5
Clients--
DateFeb 2009
Total AUM$54.1M
Discretionary$0
Non-Disc.$54.1M
Employees5
Clients--