Private Capital Management, LLC

Private Capital Management, LLC (CRD# 165306) is a financial advisory firm headquartered in Denver, CO. They manage $1,744,532,067 in 3,074 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
210 University Blvd., Ste 400, Denver, CO 80206
https://www.pcm-inc.com/
By the Numbers
  • Total Assets Under Management
    1,745
    MILLION
  • Total Number of Accounts
    3,074
    ACCOUNTS
  • Average Account Value
    $567,512
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, HI, ID, IL, LA, MT, NC, NE, NJ, NM, NY, TX, VA, WA, WI, WY

Financial Advisors at Private Capital Management, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Gary Wagner, financial advisor Denver CO
Gary A. Wagner
CRD#: 4504617
210 University Blvd., Ste 400, Denver, CO 80206

Gary Wagner (CRD# 4504617) is an Investment Advisor Representative working at Private Capital Management, LLC in Denver, CO and has over 21 years of experience in the finance industry.

12
Amy Warrender, financial advisor Denver CO
Amy L. Warrender
CRD#: 6421613
210 University Blvd., Ste 400, Denver, CO 80206

Amy Warrender (CRD# 6421613) is an Investment Advisor Representative working at Private Capital Management, LLC in Denver, CO and has over 8 years of experience in the finance industry.

13
David Douglas, financial advisor Denver CO
David J. Douglas
CRD#: 7590641
210 University Blvd., Ste 400, Denver, CO 80206

David Douglas (CRD# 7590641) is an Investment Advisor Representative working at Private Capital Management, LLC in Denver, CO and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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