PRIVATE CLIENT SERVICES GROUP, LLC

PRIVATE CLIENT SERVICES GROUP, LLC is an SEC-registered investment adviser (CRD 173969). Regulatory assets under management: $7.4M.

Registration

• CRD: 173969
• Type: Registered investment adviser
• Phone: 813-760-0000
• Latest filing: 2026-03-04
• Regulatory AUM: $7.4M
• Discretionary AUM: $7.4M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173969 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search