This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$32.7MItem 5.F on the latest filing (2021-07-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$29.7M

Private client RAUM

$32.7MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$8.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

3Schedule D 1.F, beyond the principal office

Accounts

154

Individual clients

106

High net worth clients

8

SEC number

801-120118

CRD

311221

Filings on the tape

12

First filed

Dec 9, 2020

Latest filed

Jul 30, 2021

Organised

Limited Liability Company, New Jersey

• Occurred

  Jun 20, 2024
  Advisor changed firm

  Kyle Joon Kim left The Private Client Advisory Group, Llc for Tlg Advisors, Inc. (registered 2024-05-28)

  Form ADVobserved 5 days ago
• Occurred

  Dec 9, 2020
  First Form ADV filing

  The Private Client Advisory Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fdb203e6-df60-d1a3-8c88-160e2c757d9a

First observed

Dec 9, 2020

Last observed

Jul 30, 2021 62 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.