8889 Pelican Bay Blvd.
Suite 500
Naples, Florida 34108-7512
Tel: (239) 254-2500
PRIVATE CAPITAL MANAGEMENT, formally registered with the SEC as PRIVATE CAPITAL MANAGEMENT. The firm was established in 09/30/2013. They have over 2 offices throughout the country.
PRIVATE CAPITAL MANAGEMENT is a Naples, Florida based Financial Planning firm with nearly $1,135,228,205 assets under management, offering retirement planning & investment advisory services to 397 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169172 |
SEC# | 801-78615 |
Assets Managed by Firm | $1,135,228,205 |
No. of Clients | 397 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 397 | $1,135,228,205 |
Individuals (other than high net worth individuals) | 99 | $12,886,452 |
High net worth individuals | 268 | $698,439,086 |
Pension and profit sharing plans | Fewer than 5 clients | $4,510,664 |
Charitable organizations | 6 | $24,547,052 |
Other investment advisers | 6 | $21,309,694 |
Corporations or other businesses | 5 | $29,502,277 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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