Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth. PCH take on the tasks associated with a traditional family office including; investment and portfolio management, tax and administrative services consolidated reporting, transaction banking, estate and succession planning - ensuring that the family wealth successfully grows from generation to generation
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The Private Client Holdings annual revenue was $21.3 million in 2026.
Grant Alexander is the Owner of Private Client Holdings.
63 people are employed at Private Client Holdings.
The NAICS codes for Private Client Holdings are [52392, 523, 523920, 5239, 52].
The SIC codes for Private Client Holdings are [628, 62].