CRD: 330038
Private Client Advisor Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-17-2024
- Office Locations
- 5
Office Locations
About Private Client Advisor Group, LLC
Private Client Advisor Group, LLC is a state-registered RIA in Palm City, FL providing comprehensive financial planning and portfolio management spanning investment and retirement planning, risk management, and estate conservation. The firm builds customized portfolios using third-party investment and insurance providers, and also offers insurance solutions under the same brand. Custody includes Charles Schwab; allocations show heavy ETF and fixed-income use.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK EDWARD STRATTON
Chief Compliance Officer, Client Advisor, Managing Member
- CRD
- #1894252
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID WILLIAM BUSH
Wealth Advisor
- CRD
- #5537832
BRENNEN SEAN NEWTON
Wealth Management Advisor
- CRD
- #6068327
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,000,000 | $281,330 |
| Non-Discretionary | $0 | -- |
| Total | $110,000,000 | $281,330 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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