James Lawrence Plotkin
Investment adviser representative at Private Management Group Inc
35 yearsExperience
1 stateRegistered in
$4.9BFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
35 years in the industry.
- Private Management Group IncSep 1995 to now
- Plotkin & Associates Inc, dba Plotkin GroupDec 1991 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Private Management Group Inc
$4.9BAssets managed
3,594Clients
28Advisers
40 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
- 6935197
- Firm CRD
- 104707