The Private Client Group
Finance · Arizona, United States · 201-500 Employees
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Overview
Headquarters
6900 E Camelback Rd Ste 110, Scottsdale,...Phone Number
(480) 266-0240Revenue
$19 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About The Private Client Group
Private Client is establishing available appointment times: Monday Tuesday Wednesday Thursday Friday 10:00am 10:00am 10:00am 10:00am 10:00am 1:00pm 1:00pm 1:0opm 1:00pm 1:00pm 3:00pm 3:00pm 3:00pm of course if an exception is needed we will work with those individuals. As for clients whom live out of town we are establishing webinar meetings this quarter. Our fee schedule will be reduced affective July 1st, 2011 and we will continue to charge forward quarterly. his new fee schedule was designed after we reviewed our 2010 profit and loss statement and the technology improvements PCG has experienced with Schwab. ur fees are based upon household assets and are not tiered as many other firms offer. f your current fee is lower, Private Client will not change your advisory fee higher.All new advisory fee agreements will be coming to you through the 2nd quarter for you to review.Explore more
The Private Client Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$244.9M
201-500
Private
$8.3M
2005
LR
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Company Profile Activity
Activity Insights
The Private Client Group is experiencing very low activity levels compared to other companies in the Finance sector.
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The Private Client Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Private Client Group.
The Private Client Group Tech Stack
A closer look at the technologies used by The Private Client Group
The Private Client Group News & Media
The Private Client Group OC Has Been Named One of the Top 10 Teams in Orange County by Real Trends; Orange County COVID-19 Real Estate Update
Here's a quick look at how PCG finished the year: More than $135 million in sales; 85 transactions (sold 1.5 homes every week); 20 record breaking sales [PR.com]Seeman Holtz Private Client Group Enhances Management Team to Continue Explosive Growth
BOCA RATON, Fla., Oct. 30, 2020 /PRNewswire/ -- Seeman Holtz Property & Casualty is proud to announce the expansion of the management team for Seeman Holtz Private Client Group, its high net worth personal lines insurance division. The Seeman Holtz Family of Companies provides...Russ Lyon Sotheby’s sells Fountain Hills home for record price
Russ Lyon Sotheby’s International Realty — Arizona’s leader in luxury real estate — announced its agents represented both sides of the all-time record price sale in Fountain Hills. Russ Lyon Sotheby’s International Realty team Pellegrini & DeGeorge Partners (Susan Pellegrini, Karen DeGeorge, & Tony Pellegrini) represented the sellers while Russ Lyon Sotheby’s International Realty agent Dave Pattison represented the buyer in the $5.5 million sale of Ahme
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Frequently Asked Questions Regarding The Private Client Group
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Private Client is establishing available appointment times: Monday Tuesday Wednesday Thursday Friday 10:00am 10:00am 10:00am 10:00am 10:00am 1:00pm 1:00pm 1:0opm 1:00pm 1:00pm 3:00pm 3:00pm 3:00pm of course if an exception is needed we will work with those individuals. As for clients whom live out of town we are establishing webinar meetings this q... Read More
