PRIVATE WEALTH GROUP, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 128560). Regulatory assets under management: $274.0M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Stephen Frank Segundo | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Michael Mclellan Anderson | CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| SEGUNDO STEPHEN FRANK | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| COVERLEY WILLIAM HAROLD | MEMBER; MEMBER & PRINCIPAL | — |
| ANDERSON MICHAEL MCLELLAN | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Joanna Segundo | PERSONAL REPRESENTATIVE | — |