Be advised. This firm is no longer registered.

Point Defiance Capital Management LLC

Point Defiance Capital Management LLC (CRD# 150627) is a financial advisory firm headquartered in Tacoma, WA. They manage $32,437,049 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1145 Broadway, Suite 1350, Tacoma, WA 98402
http://www.pdcmllc.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $1,908,062
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Point Defiance Capital Management LLC
No Advisor Found.

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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