PRIVATE WEALTH MANAGEMENT GROUP LLC of PRINCETON, NJ is an SEC-registered investment adviser (CRD 166539). Regulatory assets under management: $612.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Robert B Dunn | MANAGING PRINCIPAL, CCO | — |
| Ryan M Vogel | MEMBER, SENIOR WEALTH ADVISOR | — |
| Daniel H Satz | WEALTH MANAGER AND PARTNER | — |
| DUNN ROBERT B | MANAGING PRINCIPAL, CCO | — |
| VOGEL RYAN M | MEMBER, SENIOR WEALTH ADVISOR | — |
| SATZ DANIEL H | WEALTH MANAGER AND PARTNER | — |