Matthew
Franzen
Private Management Group Inc
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About this Advisor
Matthew Franzen is a financial advisor working in Irvine, California with 3 years of relevant experience. Franzen is an advisor for Private Management Group Inc. Franzen has gained experience at Albertsons, Wesierski & Zurek Llp, Dove Canyon Golf Club, Coto De Caza Golf & Racquet Club and California State University - Fullerton. Franzen has a Series 65 license, certifying them as an investment advisor representative, and is able to work in California. Private Management Group Inc is an advisory firm that has its headquarters in Irvine, CA. It manages $4 billion in total assets across its 6,222 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 31 charitable organizations. Of its 6,222 client accounts, 24% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company has a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on the financial services provided. However, fee types charged by Private Management Group Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Management Group Inc Brokerage Details
$3,510,342,406
15
6,222
$564,182
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Matthew Franzen Work History
Matthew has been registered as a financial advisor for 3 years.*
Coto De Caza Golf & Racquet Club
Dove Canyon Golf Club
Wesierski & Zurek Llp
Albertsons
California State University - Fullerton
*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 Matthew Franzen 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
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
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