PRIVATE WEALTH MANAGEMENT GROUP INC
PRIVATE WEALTH MANAGEMENT GROUP INC of PRINCETON, NJ is an SEC-registered investment adviser (CRD 108971). Regulatory assets under management: $127.6M.
Registration
- CRD: 108971
- SEC file number: 801-57021
- Type: Registered investment adviser
- Location: 512 EXECUTIVE DRIVE, PRINCETON, NJ, 08540
- Phone: 609-921-7002
- Latest filing: 2012-04-02
- Regulatory AUM: $127.6M
- Discretionary AUM: $95.6M
- Non-discretionary AUM: $32.0M
- Clients: 1
- Accounts: 436
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| DUNN WILLIAM JAMES | PRESIDENT | — |
| DUNN ROBERT B | VICE PRESIDENT, SECRETARY; VICE PRESIDENT; SECRETARY; CHIEF COMPLIANCE OFFICER | — |
| DUNN WILLIAM | PRESIDENT | — |
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