Private Client Group Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Private Client Group Asset Management is a small registered investment adviser that serves individuals (including high net worth clients), retirement plans, trusts, estates, and business entities. The firm provides financial planning and investment supervisory services and manages roughly $143 million across about 109 client accounts.
PCG generally implements client strategies by recommending model portfolios and third‑party money managers, monitoring those sub‑advisers for continued alignment with client objectives rather than performing proprietary security‑by‑security analysis. Financial planning engagements involve interviews, document review and a written plan addressing net worth, taxes, cash flow, retirement and estate considerations, with implementation left to the client or recommended professionals.
What is distinctive for a firm of this size is that PCG sponsors and acts as portfolio manager for wrap fee programs — offering both separately managed account and mutual fund wrap arrangements and delegating day‑to‑day discretionary management to recommended sub‑advisers while retaining overall suitability oversight. Associated persons are also registered representatives of FINRA member broker‑dealers and licensed insurance agents, which can result in separate transaction‑based or commission compensation that the firm discloses and addresses in its policies.
Client services
Expertise
Fee options
Fixed fee for Financial Planning Services typically ranging from $1,000 to $5,000
Commission-based compensation earned by registered representatives for securities and insurance product sales
Up to $350 per hour for Financial Planning Services
Minimum fee: Minimum annual fee of $1,000 for Financial Planning clients, with right to reduce or waive minimum
Main office
240 Main Street, Suite 200
Gladstone NJ 07934
Advisors at this office
4
Most active in
Florida · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Pcg Asset Management, LLC · Private Client Group Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David J
Series 63, Series 65
Gladstone, NJ
Private Client Group Asset Management
David Johnson is a financial advisor with Private Client Group Asset Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at firms including Cetera Advisors LLC, Johnson & Murphy Wealth Advisors, and First Allied Advisory Services. Outside of advising, Johnson serves as a trustee for Centenary College and is involved with several nonprofit organizations such as Freedom House and the Baseball Assistance Team. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities by providing financial planning and investment supervisory services. The firm manages approximately $143 million across about 109 client accounts, utilizing model portfolios and third-party money managers while offering wrap fee programs with discretionary management delegated to recommended sub-advisers.
Gary P
Series 66
Gladstone, NJ
Private Client Group Asset Management
Gary Prince is a financial professional with Private Client Group Asset Management, holding a Series 66 designation and one year of industry experience. He previously worked at Peapack Private Wealth Management and Brown Brothers Harriman. Gary is based in Gladstone, NJ. Private Client Group Asset Management is a registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning and investment supervisory services, managing approximately $143 million across about 109 client accounts.
Kenneth L
Series 63, Series 65
Gladstone, NJ
Private Client Group Asset Management
Kenneth Lenskold is a financial advisor with Private Client Group Asset Management in Gladstone, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Beacon Investment Advisory Services for nine years and has been with Private Client Group Asset Management since 2025. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities, managing approximately $143 million across 109 client accounts. The firm provides financial planning and investment supervisory services, typically implementing client strategies through model portfolios and third-party sub-advisers while sponsoring wrap fee programs with discretionary management oversight.
Zachary T
Series 63, Series 65
Gladstone, NJ
Private Client Group Asset Management
Zachary Tombs is a financial advisor with Private Client Group Asset Management in Gladstone, NJ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Lincoln Investment and Citizens Securities, among others. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities by providing financial planning and investment supervisory services. The firm manages approximately $143 million across about 109 client accounts, focusing on model portfolios and third-party money managers while overseeing overall suitability.
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