# Private Client Services Group, LLC

Private Client Services Group, LLC is a Multi Family Office based in Unknown, US.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Unknown, US
- **Region:** North America
- **Address:** Unknown
- **Assets under management:** Undisclosed
- **Website:** privateclientservicesllc.info

## Regulatory record

- **CRD number:** 173969
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173969

## About

PRIVATE CLIENT SERVICES GROUP, LLC is a state-registered investment adviser. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Wealth Management
- Tax & Estate Planning
- Philanthropy Advisory

## Questions

### Who runs investment decisions at Private Client Services Group, LLC?

The firm does not publicly name its investment committee or portfolio managers. No principals are listed on the firm's registration or in public databases. The decision-making structure is opaque, which is common among smaller multi-family offices that prioritize client privacy.

### Does Private Client Services Group participate in fund commitments or only direct deals?

The firm's investment vehicle preferences are not publicly disclosed. Many multi-family offices allocate to both third-party funds and direct investments. Without public filings or reports, no definitive allocation breakdown can be provided.

### Which sectors does Private Client Services Group explicitly avoid?

The firm does not publish a restricted sector list. Without disclosure of an investment policy statement or client guidelines, sector exclusions cannot be verified.

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Last updated: 2026-08-10T23:49:37.812Z

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