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 - 3 of 3 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 17 years of experience in the finance industry.

2
Ryan D. Schwartz
CRD#: 6162750
177 Bovet Road, Suite 600, San Mateo, CA 94402
90
Wealthminder
score

Ryan Schwartz (CRD# 6162750) is an Investment Advisor Representative working at Private Capital Management Associates LLC in San Mateo, CA and has 1 year of experience in the finance industry. Ryan Schwartz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nikki H. Chicotel
CRD#: 251523
177 Bovet Road, Suite 600, San Mateo, CA 94402
83
Wealthminder
score

Nikki Chicotel (CRD# 251523) is an Investment Advisor Representative working at Private Capital Management Associates LLC in San Mateo, CA and has over 34 years of experience in the finance industry.

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