CRD: 311221
THE Private Client Advisory Group, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-2021
- Office Locations
- 3
Office Locations
About THE Private Client Advisory Group, LLC
The Private Client Advisory Group, LLC is a fiduciary advisory firm serving individuals and families with financial planning and ongoing portfolio management for retirement, education, and life transitions. The team also supports attorneys and mediators in divorce (encouraging CDFA input before MSA finalization) and collaborates with CPAs on tax- and retirement-focused strategies. Founded in 2017 with deep New Jersey roots; portfolios primarily use ETFs and public funds.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
MARK ANTHONY FACCONE
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #3112389
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DIANE L METIVIER
Financial Advisor, General Partner
- CRD
- #4105692
Renee Danielle Pepia
--
- CRD
- #5489410
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,129,717 | $219,987 |
| Non-Discretionary | $6,804,208 | $158,728 |
| Total | $57,933,925 | $212,429 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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