P
CRD: 300083
Private Counsel Group, Ltd.
Indianapolis, IN, 46204
3176278957
$116.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2019
- Office Locations
- 2
Office Locations
350 Massachusetts AVE Suite 300 Indianapolis IN
-- Indianapolis IN
About Private Counsel Group, Ltd.
Private Counsel Group, Ltd. is a Indianapolis-based RIA with 2 offices. The firm has been operating for 7 years. Managing $116.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$116.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
6.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Investment Themes
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Owner & Executives
A
ANTHONY CHARLES LAROSA
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2182835
- Ownership
- 75% or more
(952) 974-6145
momentum.frontier@horizoncapital.com
in linkedin.com/in/radial-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
J
Joseph S LaRosa
--
- CRD
- #7234511
(929) 499-3879
focus.atlas@bridgecapital.com
in linkedin.com/in/atlas-beacon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $116,007,039 | $758,216 |
| Total | $116,007,039 | $758,216 |
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Separately Managed Accounts
Total SMA Asset: $116,007,039
Equity - Exchange:
9.3% Public Funds:
50.4% Cash:
10.5% Municipal Bonds:
29.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $807,975,402 | 9.3% |
| Public Funds | $4,378,705,404 | 50.4% |
| Cash | $912,230,293 | 10.5% |
| Municipal Bonds | $2,588,996,449 | 29.8% |
| Total | $8,687,907,548 | 100.0% |