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PRIVATE MANAGEMENT GROUP INC

IRVINE, CA · CRD 104707 · IAPD ↗ · privatemanagementgroup.com · 949-752-7500

$4.90BRegulatory AUM
21Advisory reps
21Employees
0Clients
0Planning clients
0Private funds
32States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — PRIVATE MANAGEMENT GROUP INC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2026 — PRIVATE MANAGEMENT GROUP INC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2026 — PRIVATE MANAGEMENT GROUP INC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — PRIVATE MANAGEMENT GROUP INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2024 — PRIVATE MANAGEMENT GROUP INC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2024 — PRIVATE MANAGEMENT GROUP INC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — PRIVATE MANAGEMENT GROUP INC grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.