Alfredo Sandoval
The Private Investment Group · Kettering, Ohio
Alfredo Sandoval is a fee-only financial advisor at The Private Investment Group in Kettering, Ohio. The Private Investment Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | The Private Investment Group |
|---|---|
| Based in | Kettering, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $179.3M across 459 accounts |
| SEC registration | Investment adviser representative in CA, OH, TX · CRD 1934240 |
| Exams passed | Series 63 (1989) · Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tpiginc.com |
How Alfredo's firm compares
- The Private Investment Group's average account is about $391,000, from its Form ADV (assets managed divided by 459 accounts).
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Questions about Alfredo
Is Alfredo Sandoval a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alfredo holds no broker registration, and The Private Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alfredo charge for financial advice?
Alfredo's firm, The Private Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alfredo Sandoval based?
Alfredo Sandoval is based in Kettering, Ohio.
Is Alfredo Sandoval registered with the SEC?
Yes. Alfredo Sandoval is registered as an investment adviser representative in CA, OH and TX (CRD 1934240), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does The Private Investment Group manage?
The Private Investment Group reports $179.3M across 459 accounts in assets under management.
How do I contact Alfredo Sandoval?
Through Alfredo's website, www.tpiginc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Private Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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