Be advised. This firm is no longer registered.

Private Capital Management Associates LLC

Private Capital Management Associates LLC (CRD# 125643) is a financial advisory firm headquartered in San Mateo, CA. They manage $85,022,591 in 449 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $189,360
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Private Capital Management Associates LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott D. Toomasson
CRD#: 3219070
177 Bovet Road, Suite 600, San Mateo, CA 94402
93
Wealthminder
score

Scott Toomasson (CRD# 3219070) is an Investment Advisor Representative working at Private Capital Management Associates LLC in San Mateo, CA and has over 18 years of experience in the finance industry.

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