Private Realty Investments, Inc. is a large advisory firm based in Larkspur. It manages $33.76 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Private Realty Investments provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Private Realty Investments, Inc. is $33.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Private Realty Investments, Inc. for their services and products based on hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Melanie Stoff Maier has been acting as President since 1 Nov 1977. Susan L Letcher joined the executive team most recently as the Chief Compliance Officer.
The principal office where Private Realty Investments, Inc. performs its advisory services is located at 80 E Sir Francis Drake Blvd, Larkspur, CA 94939 1709, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-925-1375 or by fax 415-925-1382. The normal business hours are 9:00am - 5:00pm on Monday - Friday.