The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

46. Private Management Group

CNBC.com staff@CNBC
WATCH LIVE

Private Management Group, based in Irvine, California, is ranked No. 46 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $4.2B

Years in Business: 39

Accounts Under Management: 3,300

Previous appearances on FA 100 List: 1 (No. 79 in 2023)

Principals:

Dennis Reiland, Portfolio Manager

Robert Summers, Portfolio Manager

Jonathan Chin, Portfolio Manager

Contact:

privatemanagementgroup.com

15635 Alton Parkway, Suite 400, Irvine, CA 92618

(949) 752-5200

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.