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).
Total Assets Under Management207MILLION
Total Number of Accounts261ACCOUNTS
Average Account Value$792,077
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, IL, LA, NC, OH, PA, SC, TX, VA