The Private Investment Group, Inc., headquartered in Centerville, OH, is a reputable investment advisory firm serving a diverse clientele. With over 90 individual clients and more than $148,000,000 in assets under management, they possess a solid track record of success. This small yet dynamic firm operates from a single office and specializes in discretionary management, handling employer funds alongside 401K and individual accounts.
Catering predominantly to high net worth individuals, The Private Investment Group, Inc. distinguishes itself through its comprehensive compensation structure. This includes various options such as ...
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Assets Under Mgmt
$148M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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