Private Advisory

Private Advisory Group LLC Finance iPhoneiPadiPod touch

Private Advisory is a free Finance app for iPhone and iPad by Private Advisory Group LLC. Requires iOS 15.6. Updated July 19, 2026.

Price: Free; on the App Store
Size: 62 MB; Age 4+
Updated: Jul 19; 2026 · v5.23.0

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About Private Advisory

Maintain a view of your financial life, with access to your financial data, and important documents. Stay connected with your advisory team. Your wealth reflects a lifetime of work and a vision for the future. Your wealth, your vision, and we're here with you every step.

What’s new

Version 5.23.0 · Updated July 19, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, Private Advisory Group LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Financial Info: Other Financial Info
Contact Info: Email Address
Identifiers: User ID, Device ID
Diagnostics: Crash Data, Performance Data

Used for: App Functionality, Other Purposes

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Product Personalization

App details

Private Advisory is a free Finance app for iPhone, iPad and iPod touch, developed by Private Advisory Group LLC. It requires iOS 15.6 or later and is 62 MB to download. It was first released on April 1, 2020 and last updated on July 19, 2026.

Category: Finance
Price: Free
Version: 5.23.0
Size: 62 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: April 1, 2020
Last updated: July 19, 2026
Developer: Private Advisory Group LLC

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Alternatives to Private Advisory

Looking for apps like Private Advisory? Here are 6 similar apps on the App Store. The highest rated is Zest Wallet (5.0/5), and all 6 are free to download.

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