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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-07-2003
- Office Locations
- 1
Office Locations
About THE Private Investment Group, Inc.
The Private Investment Group, Inc. is an Ohio-based RIA providing personalized wealth management and financial planning for individuals and families navigating retirement and other life transitions. The team builds goal-based investment strategies and portfolio construction using ETFs and other public funds, with planning support across tax, estate, and insurance needs. Custodied at Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
ALFREDO ARTURO SANDOVAL
Partner, President
- CRD
- #1934240
- Ownership
- 75% or more
NICHOLAS DAVID SCHUBELER
Chief Compliance Officer, Chief Investment Officer
- CRD
- #5453641
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,567,046 | $407,687 |
| Non-Discretionary | $777,255 | $37,012 |
| Total | $179,344,301 | $390,728 |
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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 |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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