Portfolio Capital Management Inc.
Portfolio Capital Management Inc. (CRD# 105694) is a financial advisory firm headquartered in Charlotte, NC. They manage $206,732,000 in 261 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
Portfolio Capital Management Inc.
By the Numbers
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Total Assets Under Management207MILLION
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Total Number of Accounts261ACCOUNTS
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Average Account Value$792,077
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, IL, LA, NC, OH, PA, SC, TX, VA
Financial Advisors at Portfolio Capital Management Inc.
No Advisor Found.
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