Private Realty Investments, Inc. (Larkspur)

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.

Private Realty Investments: assets under management

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 firm manages $33.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.07 million each.

Fees & Commissions

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. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Private Realty Investments, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Melanie Stoff Maier	Director	1 Nov 1977	25% - 50%	4809695
Peter Klaus Maier	President	1 Nov 1977	50% - 75%	2223140
Lynda E Schroth	Secretary	1 Dec 1990	Other	4809696
Jana Suzanne Daggert	Treasurer	1 Feb 2004	Other	2341186
Susan L Letcher	Chief compliance officer	1 Feb 2007	Other	5290075

Based in Larkspur

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.