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Products & Services
About Preferred Client Group
Preferred Client Group is a company employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Raleigh, North Carolina, United States and operating in Financial Services.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Preferred Client Group is one of 96,354 Financial companies listed in North Carolina.
Business Contact Information
- Phone
- +1 (919) 4594171
- Fax
- +XXX (919) 9994972
- Website
- pcgnc.com
- facebook.com/mycfpdirect
- Address
- 116 N West St, Raleigh, North Carolina, 27603, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 8 (6-10)
- Annual Revenue
- $1.3M ($1M-$5M)
Preferred Client Group: frequently asked questions
What does Preferred Client Group do?
Preferred Client Group is a company employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Raleigh, North Carolina, United States and operating in Financial Services.
Where is Preferred Client Group located?
Preferred Client Group is headquartered at 116 N West St, Raleigh, North Carolina, 27603, United States.
How many employees does Preferred Client Group have?
Preferred Client Group has about 8 employees (the 6-10 range).
What is Preferred Client Group's annual revenue?
Preferred Client Group's annual revenue is estimated at $1.3M (the $1M-$5M range).
What industry is Preferred Client Group in?
Preferred Client Group is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Preferred Client Group?
Its website is pcgnc.com and its phone number is +1 (919) 4594171.
What companies are similar to Preferred Client Group?
Other large financial companies in North Carolina include Bank of America Corp, Deutsche Bank, Truist Financial Corp and Investors Management Corp.
Largest financial companies in North Carolina
Largest companies in North Carolina
Largest financial companies
Manufacturing sales in North Carolina, 2026
In North Carolina, Factur's 2026 study counted 23 manufacturing quotes worth $2.4M and 1 purchase orders over 12 months: 4% of quotes became orders, against 21% nationally. See the North Carolina data.
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