THE Private Investment Group, Inc.
SEC RegisteredIndependent Investment Advisors Assisting You in Realizing Your Financial Dreams
About the firm
The Private Investment Group, Inc. was founded with the goal of assisting clients in every aspect of their financial lives. They provide personalized service and strive to help create financial stability and security to provide financial independence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial strategies tailored to client needs and goals, addressing financial needs for today and the future, including investing, wealth building, asset preservation, and retirement planning
Who they serve
Individuals seeking to build wealth, protect their family, preserve their assets, prepare for retirement, or better understand investment ideas
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 142 | $39M |
| High Net Worth Individuals | 42 | $141M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Private Investment Group, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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