Private Capital Group

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Private Capital Group — overview

About

Founded in 2003, Private Capital Group, LLC is a privately-held Connecticut limited liability company that has been providing investment advisory services to its clients on a discretionary basis. It offers advisory services such as financial planning, family office services, pension consulting services, investment management, and portfolio management services to individuals, high-net-worth individuals, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other types of business entities. On November 12, 2021, PCG was acquired by Wealthspire Advisors LLC.

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