PRIVATE CAPITAL MANAGEMENT, LLC

200 Fillmore Street
Ste 200
Denver, Colorado 80206
Tel: 303-370-0055

About PRIVATE CAPITAL MANAGEMENT, LLC

PRIVATE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PRIVATE CAPITAL MANAGEMENT, LLC. The firm was established in 02/28/2013. They have over 5 offices throughout the country.

PRIVATE CAPITAL MANAGEMENT, LLC is a Denver, Colorado based Financial Planning firm with nearly $1,744,532,067 assets under management, offering retirement planning & investment advisory services to 3074 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165306
SEC#	801-77650
Assets Managed by Firm	$1,744,532,067
No. of Clients	3074
No. of Advisors	26

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3074	$1,744,532,067
Individuals (other than high net worth individuals)	431	$261,969,505
High net worth individuals	390	$1,395,725,250
Pension and profit sharing plans	2	$813,346
Charitable organizations	8	$11,155,532
Corporations or other businesses	12	$68,149,715

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TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
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