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Nicholas David Schubeler

THE PRIVATE INVESTMENT GROUP, INC.·CENTERVILLE, Ohio
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800 EAST FRANKLIN STREET, CENTERVILLE, OH 45459CRD# 5453641Firm CRD# 128876
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About

Nicholas David Schubeler is a registered financial advisor based in CENTERVILLE, Ohio, affiliated with THE PRIVATE INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE PRIVATE INVESTMENT GROUP, INC.
THE PRIVATE INVESTMENT GROUP, INC.
AUM
$148M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5453641
Firm CRD# 128876
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicholas David Schubeler offer?
Nicholas David Schubeler specializes in Financial Planning, Investment Management. Contact their office in CENTERVILLE, Ohio for a consultation.
What are Nicholas David Schubeler's credentials?
Nicholas David Schubeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas David Schubeler located?
Nicholas David Schubeler is based in CENTERVILLE, Ohio, working with THE PRIVATE INVESTMENT GROUP, INC.. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
How does Nicholas David Schubeler charge for services?
Nicholas David Schubeler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PRIVATE INVESTMENT GROUP, INC.?
THE PRIVATE INVESTMENT GROUP, INC. has approximately 4 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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