Private Client Group

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

105 Old Hewitt Rd Ste 400, Waco, Texas, ...

Phone Number

(254) 776-5200

Revenue

$5.3 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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May
Jun
ZI Rank
1
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About Private Client Group

Private Client Group is an investment and financial advisory firm led by R. Lance High, offering fee-for-service investment and financial advice. The firm collaborates with third-party institutional asset managers and an advisor network to serve both business and individual clients. With years of industry experience, Private Client Group aims to provide a unique advisory experience tailored to the needs of its clients. The firm also offers various resources, including newsletters and calculators, to assist clients in their financial planning.Explore more
Private Client Group's Social MediaPopular SearchesPrivate Client GroupPrivate Client Group LLCpcgwaco.comPrivate Client Group - 2SIC Code 62,628NAICS Code 52,523Show more

Private Client Group Org Chart

PhoneEmail
LE
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Manager, Risk & Field Underwriter

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DA
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Associate

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RH
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Associate

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LB
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Associate

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Compare insights from companies similar to Private Client Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Private Client Group

$5.3M
11-50
Private
-
2001
LE
Larry EvansManager, Risk & Field Underwriter
<$5M
1-10
Private
-
2006
TR
Timothy RobertsManaging Partner
<$5M
1-10
Private
-
-
PE
Phillip EdwardsFinancial Planning, Tax and Business Consulting
<$5M
1-10
Private
-
-
GK
Gregory KinkeadCEO & Founder
<$5M
1-10
Private
-
2011
SH
Sharyn HandelsmanExecutive VP, Business Risk Manageme
<$5M
1-10
Private
<$5M
1997
HC
Holly CarlsonClient Service Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Private Client Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Private Client Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Private Client Group.

Private Client Group Tech Stack

A closer look at the technologies used by Private Client Group

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Frequently Asked Questions Regarding Private Client Group

What is Private Client Group's official website?
Private Client Group's official website is www.pcgwaco.com
What is Private Client Group's Revenue?
Private Client Group's revenue is $5.3 Million
What is Private Client Group's SIC code?
Private Client Group's SIC: 62,628
What is Private Client Group's NAICS code?
Private Client Group's NAICS: 52,523
How many employees does Private Client Group have?
Private Client Group has 11-50 employees
What industry does Private Client Group belong to?
Private Client Group is in the industry of: Finance, Insurance, Securities Trading
What is Private Client Group competition?
Private Client Group top competitors include: Repak Financial Services, Northpoint Wealth Management, The Oak Financial Group, Edwards Phillip M Financial Planning
What technology does Private Client Group use?
Some of the popular technologies that Private Client Group uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Font Awesome
How do I contact Private Client Group?
Private Client Group contact info: Phone number: (254) 776-5200 Website: www.pcgwaco.com
What does Private Client Group do?

Private Client Group is an investment and financial advisory firm led by R. Lance High, offering fee-for-service investment and financial advice. The firm collaborates with third-party institutional asset managers and an advisor network to serve both business and individual clients. With years of industry experience, Private Client Group aims to pr... ovide a unique advisory experience tailored to the needs of its clients. The firm also offers various resources, including newsletters and calculators, to assist clients in their financial planning.Read More

What are Private Client Group social media links?
Private Client Group Facebook page
Is Private Client Group a public company?
Private Client Group is private company therefore does not currently have an official ticker symbol
See more information about Private Client Group

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