RIA Intel›Advisers›Oregon›PRIVATE CONSULTING GROUP, INC.

PRIVATE CONSULTING GROUP, INC.

Advisory

PORTLAND, OR

Data as of Oct 21, 2008 · Source: SEC Form ADV

Total AUM
$238M
1-Year AUM Growth
-7.7%
3-Year CAGR
-5.3%
Employees
0
Assets Under Management
Total AUM$238M
Discretionary AUM$209M
Non-Discretionary AUM$29M
Discretionary %87.8%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record27
First FilingMar 30, 2001
Latest FilingOct 21, 2008
🔒 Full AUM trend chart and 27 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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