CRD: 104707
Private Management Group INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-26-1986
- Office Locations
- 7
Office Locations
About Private Management Group INC
Private Management Group Inc is an Irvine, CA RIA serving retail and institutional clients with value-oriented portfolio management built on research-driven capital allocation. The firm offers asset allocation and portfolio construction alongside financial planning, insurance, and business-succession support, with portfolios heavily implemented via ETFs and complemented by fixed income. Custodies primarily at Charles Schwab and supports Envestnet/Tamarac workflows.
Reported data analysis
What the numbers show
Between March 20, 2025 and July 31, 2026, reported AUM increased 8.6%, from $4.5B to $4.9B.
Across 5 reported observations, AUM increased 32.3% between November 30, 2022 and July 31, 2026, from $3.7B to $4.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 21 advisory representatives and 3,594 clients, or 171.1 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 7 reported office locations and 39 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Private Management Group INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DENNIS ALLEN REILAND
Co-President, President
- CRD
- #1238400
- Ownership
- 50% but less than 75%
ROBERT TODD SUMMERS
Co-President, President
- CRD
- #1451618
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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MARCUS DAVID CHIN
Chief Financial Officer
- CRD
- #6452907
Cody Ray Dunn
Senior Associate
- CRD
- #7704089
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,903,675,907 | $687,560 |
| Non-Discretionary | $0 | -- |
| Total | $4,903,675,907 | $687,560 |
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Separately Managed Accounts
SMA allocation detail is available
Private Management Group INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Private Management Group INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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