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 $956,459,134 assets under management, offering retirement planning & investment advisory services to 323 clients. The firm is staffed with 19 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 169172 |
SEC# | 801-78615 |
Assets Managed by Firm | $956,459,134 |
No. of Clients | 323 |
No. of Advisors | 19 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 323 | $956,459,134 |
Individuals (other than high net worth individuals) | 83 | $11,201,453 |
High net worth individuals | 210 | $598,716,887 |
Pension and profit sharing plans | $4,338,480 | |
Charitable organizations | 6 | $23,455,995 |
Other investment advisers | 6 | $20,162,005 |
Corporations or other businesses | 7 | $39,728,002 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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