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  1. Companies/
  2. 1818 Private Client Group, LLC

Filings through Oct 24, 2026.

1818 Private Client Group, LLC

EIN 83-4347188-financial services-Latest filing 2025
Plans
1
Retirement
1
$142K assets
Health & Benefits
0
Participants
10
2980 NE 207TH STREET, SUITE 809 - AVENTURA, FL 33180305-466-05771818privateclientgroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$142K - 10 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

1818 PRIVATE CLIENT GROUP 401(K) PLAN

401(k)

Assets$142K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#0011818 PRIVATE CLIENT GROUP 401(K) PLAN401(k)$142K102025
  • 1818 PRIVATE CLIENT GROUP 401(K) PLAN$142K
    #001 · 401(k) · 202510
Retirement plans
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