Private Management Group Inc

Firm record

As recorded in SEC IAPD

Firm CRD

104707

SEC number

801-28023

Firm type

RIA

Assets under management

$4.9B as of Apr 24, 2026

Website

www.privatemanagementgroup.com ↗

Phone

949-752-7500

Address

15635 Alton Parkway, Irvine, CA, 92618

Advisors at this firm

27 in our index · page 1 of 1

• Jonathan Aaron ChinCRD 5504798 · Irvine, CA
  IA Registered
• Marcus David ChinCRD 6452907 · Irvine, CA
  IA Registered
• Cody Ray DunnCRD 7704089 · Irvine, CA
  IA Registered
• Evan EchelbergerCRD 7844160 · Irvine, CA
  IA Registered
• Jon Jay FensterCRD 5192479 · Redlands, CA
  IA Registered
• Matthew Hudson FranzenCRD 7265672 · Irvine, CA
  IA Registered
• Matthew Reed FrazierCRD 8230989 · Irvine, CA
  IA Registered
• Sean Michael JohnsonCRD 8001564 · Irvine, CA
  IA Registered
• Gregory Melvin LopezCRD 6056529 · Irvine, CA
  IA Registered
• John Michael LucianoCRD 2714645 · Irvine, CA
  IA Registered
• Luis Alberto MartinezCRD 2144465 · Laguna Beach, CA
  IA Registered
• Kristin Marie MccoyCRD 6384734 · Irvine, CA
  IA Registered
• Kendall L NolanCRD 7661969 · Irvine, CA
  IA Registered
• Stephen Lawrence ParkerCRD 2713872 · Irvine, CA
  IA Registered
• Jeffrey Lewis PayneCRD 4799177 · Irvine, CA
  IA Registered
• Layne Torii PetersonCRD 8027218 · Irvine, CA
  IA Registered
• James Lawrence PlotkinCRD 6935197 · Carlsbad, CA
  IA Registered
• Dennis Allen ReilandCRD 1238400 · Irvine, CA
  IA Registered
• Emily Marie ReilandCRD 7042378 · Irvine, CA
  IA Registered
• Kristopher Cameron ReilandCRD 7694475 · Irvine, CA
  IA Registered
• Robert Todd SummersCRD 1451618 · Irvine, CA
  IA Registered
• Sean Anthony SummersCRD 6118416 · Irvine, CA
  IA Registered
• Kyle Martin SchulzCRD 7330647 · Irvine, CA
  IA Registered
• Sean Christopher SeibertCRD 7997431 · Irvine, CA
  IA Registered
• Edward Drew StileCRD 6935199 · Camarillo, CA
  IA Registered
• Horace Dixon TruebloodCRD 449769 · Orange, CA
  IA Registered
  Disclosure event(s) on record
• Diane Sing De La CruzCRD 6837654 · Irvine, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.