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Home > Retirement Planners > connecticut > darien > PRIVATE CAPITAL ADVISORS, INC.
PRIVATE CAPITAL ADVISORS, INC.
23 Old Kings Highway South
Suite 200
Darien, Connecticut 06820
Tel: 347-960-4520
About PRIVATE CAPITAL ADVISORS, INC.
PRIVATE CAPITAL ADVISORS, INC, formally registered with the SEC as PRIVATE CAPITAL ADVISORS, INC. The firm was established in 03/20/2003. They have over 2 offices throughout the country.
PRIVATE CAPITAL ADVISORS, INC. is a Darien, Connecticut based Financial Planning firm with nearly $793,947,229 assets under management, offering retirement planning & investment advisory services to 250 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125771 |
| SEC# | 801-61877 |
| Assets Managed by Firm | $793,947,229 |
| No. of Clients | 250 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 250 | $793,947,229 |
| Individuals (other than high net worth individuals) | 178 | $42,305,101 |
| High net worth individuals | 60 | $703,705,866 |
| Pension and profit sharing plans | 1 | $610,931 |
| Charitable organizations | 3 | $31,386,151 |
| Corporations or other businesses | 8 | $15,939,180 |
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