Skip to content

Alfredo Arturo Sandoval

Investment adviser representative at The Private Investment Group, Inc.
24 yearsExperience
3 statesRegistered in
$179.3MFirm assets
22 yearsFirm in business

Are you Alfredo Arturo Sandoval? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Triad AdvisorsJan 2012 to now
  2. The Private Investment Group, Inc.May 2002 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 3 states (CA, OH, TX).

The Private Investment Group, Inc.

$179.3MAssets managed
184Clients
2Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1934240
Firm CRD
128876
Advisor's SEC record (opens in a new tab)
CallContact this firm