Private Capital Management, Inc.
Private Capital Management, Inc. (CRD# 120634) is a financial advisory firm headquartered in Larkspur, CA. They manage $127,423,081 in 306 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management127MILLION
Total Number of Accounts306ACCOUNTS
Average Account Value$416,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Charles Joseph (Joe) Ramos (CRD# 1613649) is an Investment Advisor Representative working at Private Capital Management, Inc. in Larkspur, CA and has over 27 years of experience in wealth management. Joe Ramos 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.