The Private Client Group
Financial Services • 
Kendall, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 9130 South Dadeland Blvd, Suite 1400, Miami, Florida 33156, US |
| Phone number | +13056703872 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Risk Management, Wealth Management, Retirement Planning, Financial Planning |
| Employees | 11-20 |
| Socials |
Key Contact at The Private Client Group
Shireen Mckay
Director Marketing Services
The Private Client Group Email Formats
The Private Client Group uses 2 email formats. The most common is {first name} (e.g., john@pcgplanning.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@pcgplanning.com | 83.3% |
{first initial} | j@pcgplanning.com | 16.7% |
About The Private Client Group
As financial advisors, we have the privilege of guiding our clients through life’s financial complexities with a steadfast commitment to exceptional service and personalized advice. Our best practice approach, grounded in rigorous research, allows us to navigate uncertainty with confidence, offering clear and actionable strategies. We deliver tailored solutions with professionalism and urgency, understanding the importance of addressing each client's unique financial needs with precision and care. We work hard to maintain consistent communication, where we frequently discuss our clients’ needs and opportunities. This allows us to develop personalized, distinctive strategies to help our clients progress towards their financial goals. The trust our clients place in us drives us to deliver the higher standard of financial guidance. The alliance between the Private Client Group and Equitable Advisors allows us to combine resources, innovation, independence, and expertise to create unique value for our clients. Our mission is to make a meaningful impact in the lives of those we serve. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer (Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable LLC.] [Private Client Group, LLC.] is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d PPG 7685099 (02/2025)(02/2029)
The Private Client Group revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Private Client Group has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
The Private Client Group has never raised funding before.
The Private Client Group Tech Stack
Discover the technologies and tools that power The Private Client Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
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Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
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