David
Padolsky

Private Management Group Inc

CRD#1125189
Investment Advisor
in Paso Robles, CA

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About this Advisor

David Padolsky is a certified financial planner working out of Paso Robles, California with 4 years of relevant experience. Padolsky works at Private Management Group Inc. Padolsky has gained experience at Private Management Group, Inc and David Robert Padolsky Dba Crj Financial Security Consultants. Padolsky maintains a Series 63 license, which qualifies them as a securities broker, and is able to operate in California. Private Management Group Inc is a registered investment company operating out of Irvine, CA. It handles $4 billion in assets across its 6,222 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 31 charities and foundations. Of its 6,222 accounts, 24% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the type of services. However, fees billed by Private Management Group Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Paso Robles, CA

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Private Management Group Inc Brokerage Details

Total Assets Under Management

$3,510,342,406

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

6,222

CA Average: 3,727
Average Account Size

$564,182

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

David Padolsky Work History

David has been registered as a financial advisor for 4 years.*

2002 - Present (22 years)

Private Management Group, Inc

2002 - 2019 (17 years)

David Robert Padolsky Dba Crj Financial Security Consultants

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Padolsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Private Management Group Inc

Kyle Schulz
Irvine, CA
Gregory Lopez
Irvine, CA
Kendall Nolan
Irvine, CA
Kristin Mccoy
Irvine, CA
Marcus Chin
Irvine, CA
Diane De La Cruz
Irvine, CA
Matthew Franzen
Irvine, CA
Emily Reiland
Irvine, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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