Pb Capital

Pb Capital (CRD# 319410) is a financial advisory firm headquartered in Simi Valley, CA. They manage $29,887,734 in 194 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
45 W Easy Street, Suite 37, Simi Valley, CA 93065
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $154,060
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Pb Capital
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Bolger, financial advisor Simi Valley CA
Patrick T. Bolger
CRD#: 3075602
45 W Easy Street, Suite 37, Simi Valley, CA 93065

Patrick Bolger (CRD# 3075602) is an Investment Advisor Representative working at Pb Capital in Simi Valley, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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