Overview
Assets Under Management: $6.5 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 1,416
Average Client Assets: $1.8 million
Frequently Asked Questions
PERSONAL CAPITAL ADVISORS CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155172), PERSONAL CAPITAL ADVISORS CORPORATION is subject to fiduciary duty under federal law.
PERSONAL CAPITAL ADVISORS CORPORATION is headquartered in SAN FRANCISCO, CA.
PERSONAL CAPITAL ADVISORS CORPORATION serves 1,416 high-net-worth clients according to their SEC filing dated July 18, 2018. View client details ↓
According to their SEC Form ADV, PERSONAL CAPITAL ADVISORS CORPORATION offers financial planning and portfolio management for individuals. View all service details ↓
PERSONAL CAPITAL ADVISORS CORPORATION manages $6.5 billion in client assets according to their SEC filing dated July 18, 2018.
According to their SEC Form ADV, PERSONAL CAPITAL ADVISORS CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1,416
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.75%
Average Client Assets: $1.8 million
Total Client Accounts: 37,793
Discretionary Accounts: 37,793
Regulatory Filings
CRD Number: 155172
Filing ID: 1229581
Last Filing Date: 2018-07-18 12:16:00