THE PRIVATE CLIENT ADVISORY GROUP, LLC
CRD #311221 SEC #801-120118 MANASQUAN, NJ 732-702-2844
SEC Registered
Total AUM
$32.7M
Discretionary
$29.7M
Employees
4
Clients
0
Accounts
154
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2021 | $32.7M | $29.7M | $3M | 5 | 0 |
| Jul 2021 | $32.7M | $29.7M | $3M | 5 | 0 |
| Jul 2021 | $32.7M | $29.7M | $3M | 5 | 0 |
| Jun 2021 | $32.7M | $29.7M | $3M | 5 | 0 |
| Jun 2021 | $32.7M | $29.7M | $3M | 5 | 0 |
| May 2021 | $32.7M | $29.7M | $3M | 4 | 0 |
| May 2021 | $32.7M | $29.7M | $3M | 4 | 0 |
| Mar 2021 | $0 | $0 | $0 | 4 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Feb 2021 | $0 | $0 | $0 | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 2 | 0 |
DateJul 2021
Total AUM$32.7M
Discretionary$29.7M
Non-Disc.$3M
Employees5
Clients0
DateJul 2021
Total AUM$32.7M
Discretionary$29.7M
Non-Disc.$3M
Employees5
Clients0
DateJul 2021
Total AUM$32.7M
Discretionary$29.7M
Non-Disc.$3M
Employees5
Clients0
DateJun 2021
Total AUM$32.7M
Discretionary$29.7M
Non-Disc.$3M
Employees5
Clients0
DateJun 2021
Total AUM$32.7M
Discretionary$29.7M
Non-Disc.$3M
Employees5
Clients0
DateMay 2021
Total AUM$32.7M
Discretionary$29.7M
Non-Disc.$3M
Employees4
Clients0
DateMay 2021
Total AUM$32.7M
Discretionary$29.7M
Non-Disc.$3M
Employees4
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0