Cody Ray Dunn
Investment adviser representative at Private Management Group Inc
12 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
12 years in the industry.
- Private Management Group IncJan 2023 to now
- University of AlabamaAug 2018 to Dec 2022
- Youth Surf CampJun 2018 to Aug 2018
- Dove Canyon Country ClubMar 2018 to Jun 2018
- Jserra Catholic High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7704089
- Firm CRD
- 104707