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Home > Retirement Planners > connecticut > darien > PRIVATE CAPITAL ASSET MANAGEMENT LLC
PRIVATE CAPITAL ASSET MANAGEMENT LLC
23 Old Kings Highway South
Suite 200
Darien, Connecticut 06820
Tel: 203-656-0700
About PRIVATE CAPITAL ASSET MANAGEMENT LLC
PRIVATE CAPITAL ASSET MANAGEMENT LLC, formally registered with the SEC as PRIVATE CAPITAL ASSET MANAGEMENT LLC. The firm was established in 03/30/2022. They have over 1 offices throughout the country.
PRIVATE CAPITAL ASSET MANAGEMENT LLC is a Darien, Connecticut based Financial Planning firm with nearly $2,141,359 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317930 |
| SEC# | 801-123413 |
| Assets Managed by Firm | $2,141,359 |
| No. of Clients | 4 |
| No. of Advisors | 4 |
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 | 4 | $2,141,359 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $1,082,182 |
| High net worth individuals | Fewer than 5 clients | $1,053,194 |
| Corporations or other businesses | Fewer than 5 clients | $5,983 |
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