Be advised. This firm is no longer registered.

Private Capital Management, Inc.

Private Capital Management, Inc. (CRD# 120634) is a financial advisory firm headquartered in Larkspur, CA. They manage $200,448,803 in 322 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 Larkspur Landing Circle, Suite 112, Larkspur, CA 94939
https://www.pcmwealth.com/
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $622,512
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Private Capital Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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