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THE PRIVATE INVESTMENT GROUP, INC.
CRD 128876 · SEC 801-62497
580 LINCOLN PARK BLVD, SUITE 222, KETTERING, OH, 45440, United States
Phone
937-434-0500
Fax
937-428-9200
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.3M
Discretionary AUM
$178.6M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $38.6M |
| High net worth individuals | 42 | $140.7M |
States served
CA, OH, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD