46. Group Management

46. Group Management
46. Group Management

The Private Management Group, located in Irvine, California, ranks 46th on the 2024 CNBC Financial Advisor 100 list, and it was also included in the previous year's FA 100 list.

Total AUM: $4.2B

Years in Business: 39

Accounts Under Management: 3,300

In 2023, the FA 100 List ranked No. 79.

Principals:

Dennis Reiland, Portfolio Manager

Robert Summers, Portfolio Manager

Jonathan Chin, Portfolio Manager

Contact:

15635 Alton Parkway, Suite 400, Irvine, CA 92618

(949) 752-5200

by CNBC.com staff

Investing

The impact of climate change on home insurance costs in California and across the U.S. is being reshaped.

The impact of climate change on home insurance costs in California and across the U.S. is being reshaped.

Investing
It is unlikely that mortgage rates will decrease in the near future, as explained here.

It is unlikely that mortgage rates will decrease in the near future, as explained here.

Investing
What a potential second Trump administration could mean for your finances.

What a potential second Trump administration could mean for your finances.

Investing
Experts warn that this student loan relief could face the greatest threat under the Trump administration.

Experts warn that this student loan relief could face the greatest threat under the Trump administration.

Investing
The IRS states that this free tax filing option is both 'easy' and 'efficient.' Eligibility criteria are as follows.

The IRS states that this free tax filing option is both 'easy' and 'efficient.' Eligibility criteria are as follows.

Investing
Five cities with the shortest time to save a 20% down payment for homeownership

Five cities with the shortest time to save a 20% down payment for homeownership

Investing
According to TipRanks, here are the top 10 U.S. stock analysts.

According to TipRanks, here are the top 10 U.S. stock analysts.

Investing
The potential downfall of the FDIC and CFPB during Trump's second term could have significant implications for consumers.

The potential downfall of the FDIC and CFPB during Trump's second term could have significant implications for consumers.

Investing
Equifax to pay $15 million in fines for credit report errors

Equifax to pay $15 million in fines for credit report errors

Investing
The IRS' Direct File program is now available in 25 states, but it remains under Republican scrutiny.

The IRS' Direct File program is now available in 25 states, but it remains under Republican scrutiny.

Investing
Nearly $189 billion in student loan forgiveness announced by Biden in final round.

Nearly $189 billion in student loan forgiveness announced by Biden in final round.

Investing
Eligible California wildfire victims can receive a one-time $770 payment. Here's how to qualify.

Eligible California wildfire victims can receive a one-time $770 payment. Here's how to qualify.

Investing
In 2025, the child tax credit could undergo some changes.

In 2025, the child tax credit could undergo some changes.

Investing
Dub, a trading platform, will compensate retail investors for showcasing their portfolios on a TikTok-style "creator program."

Dub, a trading platform, will compensate retail investors for showcasing their portfolios on a TikTok-style "creator program."

Investing
What are the top questions about the $1,400 automatic payments from the IRS?

What are the top questions about the $1,400 automatic payments from the IRS?

Investing
Fewer workers are receiving year-end bonuses despite a rise in their frequency, according to a report.

Fewer workers are receiving year-end bonuses despite a rise in their frequency, according to a report.

Investing
Interest rates for mortgages, credit cards, and auto loans: Expert forecasts for 2025.

Interest rates for mortgages, credit cards, and auto loans: Expert forecasts for 2025.

Investing
An advisor suggests now is the perfect time to perform a financial reset, and here's the reasoning behind it.

An advisor suggests now is the perfect time to perform a financial reset, and here's the reasoning behind it.

Investing
Biden cancels $4.5 billion in student loan debt for 261,000 Ashford University attendees.

Biden cancels $4.5 billion in student loan debt for 261,000 Ashford University attendees.

Investing
Experts advise homeowners and renters to follow these 7 steps after a wildfire.

Experts advise homeowners and renters to follow these 7 steps after a wildfire.

Investing

You might also like