Private Asset Management Inc

Private Asset Management Inc, a California Corporation established in 1992, employs a total of 20 professionals, of which 12 work in advisory roles. The company's SEC status is currently listed as Approved, and it has been registered with the commission since Dec 3, 1992. While it is unclear how many clients the company serves, its long-standing SEC registration lends credibility to its business operations.

• EDWARD ZOLMAN ESTRIN

  CHIEF FINANCIAL OFFICER owns less than 5%

• EDWARD ZOLMAN ESTRIN

  TRUSTEE owns less than 5%

• ERIC WAYNE BLASE

  TRUSTEE owns less than 5%

• JONATHAN MARCUS ELSBERRY

  TRUSTEE/PRESIDENT/CEO owns less than 5%

• MICHAEL DAVID BERLIN

  VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER owns less than 5%

• MICHAEL DAVID BERLIN

  TRUSTEE owns less than 5%

• SUZANNE ELISABETH COHEN

  TRUSTEE owns less than 5%

• THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST

  SHAREHOLDER owns 75% or more

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• Analyzing Q3 2022 and Q4 2022 13F Holdings Comparison of Asset Management Group, Inc.

• ISHARES TR RUS MDCP VAL ETF $14,701k
• VANGUARD INDEX FDS SM CP VAL ETF $13,707k
• ISHARES TR CORE S&P MCP ETF $9,771k
• VANGUARD GROUP $9,728k
• ISHARES TR $9,560k
• VANGUARD INDEX FDS SML CP GRW ETF $9,292k
• ISHARES TR CORE S&P500 ETF $8,483k
• ISHARES TR S&P 500 VAL ETF $8,104k
• ISHARES $8,007k
• ISHARES $7,903k