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Private Advisor Group LLC
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CRD # | 155216 |
SEC # | 801-72060 |
CIK # | 0001567755, 0001681115 |
AUM | $31.5 BB (2024-06-28) |
Employees | 726 (99% Investors, 86% Brokers) |
Phone | 973-538-7010 |
Address | 305 Madison Avenue Morristown, NJ 07960 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.5 | |
MSFT | 1,918.2 | 0.3 | |
NVDA | 399.6 | 0.3 | |
AMZN | 1,093.0 | 0.2 | |
GOOG | 1,482.6 | 0.1 | |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 103,878 | 15.8 |
(b) Individuals (high net worth individuals) | 16,097 | 14.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1,271 | 0.4 |
(h) Charitable organizations | 416 | 0.2 |
(i) State or municipal government entities | 55 | 0.4 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 13 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 426 | 0.6 |
(n) Other | 0 | 0.0 |
Total | 122,156 | 31.5 |
By Discretionary | ||
Discretionary | 122,147 | 31.5 |
Non-Discretionary | 9 | 0.0 |
Total | 122,156 | 31.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 31.5 | |
Total | 122,156 | 31.5 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001567755] | |
13F-HR | [0001681115] |
Related Firms | State | AUM ($BB) |
---|---|---|
Private Advisor Group LLC
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|
NJ | 31.5 |
Private Advisor Network LLC
✚
|
NJ | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Osaic FA Inc
✚
|
IN | 37.1 |
Chevy Chase Trust Company
✚
|
MD | 36.0 |
Voya Investment Management LLC
✚
|
GA | 33.8 |
Equitable Advisors LLC
✚
|
NY | 29.8 |
Buckingham Strategic Partners LLC
✚
|
MO | 28.5 |
AE Wealth Management LLC
✚
|
KS | 27.1 |
Cliffwater LLC
✚
|
CA | 26.7 |
Savant Capital LLC
✚
|
IL | 26.3 |
Capital Advisors Group Inc
✚
|
MA | 25.9 |
The Ayco Company LP
✚
|
NY | 25.9 |