Private Consulting Group, Inc. (Portland)

Name: Private Consulting Group, Inc.
Address: 4650 S.W. Macadam Avenue, Portland, OR, 97239 4263
Telephone: 503-972-1500

Private Consulting Group, Inc. is a large advisory firm based in Portland. It manages $238.14 million of regulatory assets for 854 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 24 other states.

Private Consulting Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Private Consulting Group: assets under management

The assets under management (AUM) of Private Consulting Group, Inc. is $238.14 million. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $209.06 million in discretionary accounts and $29.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $393.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $90.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Private Consulting Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Private Consulting Group, Inc.

Paul Merritt Brooks has been acting as President since 1 Feb 1999. Edward Anthony Mccabe joined the executive team most recently as the Finop.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Lee Keys	Ceo & president	1 Feb 1996	Other	720689
Llc Pcg Holding Company	100%	1 Jan 1999	75% - 100%	93-1260604
Gary Austin Miller	Cio	1 Feb 1999	Other	1668284
Paul Merritt Brooks	Director	1 Feb 1999	Other	859367
David John Fitzpatrick	Executive vp	1 Jan 2001	Other	2660187
David Carl Hock	Senior vp, cco, cfo	1 Feb 2001	Other	2246268
Lorelei Ramona Lee	Coo	1 Aug 2005	Other	1298336
Lynn Cross Keys	Director	1 Oct 2005	Other	1155541
Edward Anthony Mccabe	Finop	1 Sep 2008	Other	1252538

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Lee Keys	Owner	1 Jan 1999	50% - 75%	720689
Ltd. Keys Family Partners	Indirect owner	1 Jan 1999	75% - 100%	93-1198386
Keys Family Trust Ii Dtd 02/01/1996	Indirect owner	1 Jan 1999	75% - 100%	93-6301377
Richard Jr Egner	Indirect owner	1 Jan 1999	Other	xxx-xx-xxxx
Lynn Cross Keys	Indirect owner	1 Jan 1999	75% - 100%	1155541
Keys Family Trust Ii Dtd 02/01/1996 Richard Edgar Jr Ttee	Indirect owner	1 Jan 1999	75% - 100%	93-6301377

Based in Portland

The principal office where Private Consulting Group, Inc. performs its advisory services is located at 4650 S.W. Macadam Avenue, Portland, OR 97239 4263, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-972-1500 or by fax 503-972-1597. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.privateconsulting.com.