Unclaimed Profile

Robert B Dunn

PRIVATE WEALTH MANAGEMENT GROUP LLC·PRINCETON, New Jersey

Clean record24 years registeredPRIVATE WEALTH MANAGEMENT GROUP LLC

512 EXECUTIVE DRIVE, PRINCETON, NJ 08540CRD# 4377140Firm CRD# 166539

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert B Dunn · PRINCETON, NJ

Registration

CRD #4377140 · PRIVATE WEALTH MANAGEMENT GROUP LLC · 24 years registered

Brand Profile

Not yet started

Career History

NOVI WEALTH PARTNERS

Jan 2013 – present

PRIVATE WEALTH MANAGEMENT GROUP INC

Jun 2002 – Jul 2013

PRINCETON, NJ

Registrations & Exams

Registration record

First registered · June 25, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE WEALTH MANAGEMENT GROUP LLC

CRD 166539 · SEC 801-77565

AUM

$427M

Regulatory assets under management

Employees

822 client accounts

Services offered by PRIVATE WEALTH MANAGEMENT GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIVATE WEALTH MANAGEMENT GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Robert B Dunn offer?

Robert B Dunn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PRINCETON, New Jersey for a consultation.

What are Robert B Dunn's credentials?

Robert B Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert B Dunn located?

Robert B Dunn is based in PRINCETON, New Jersey, working with PRIVATE WEALTH MANAGEMENT GROUP LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.

How does Robert B Dunn charge for services?

Robert B Dunn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE WEALTH MANAGEMENT GROUP LLC?

PRIVATE WEALTH MANAGEMENT GROUP LLC has approximately 10 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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