Overview
Assets Under Management: $264 million
Headquarters: EAST SYRACUSE, NY
High-Net-Worth Clients: 28
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 499
Discretionary Accounts: 480
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 141661
Filing ID: 1973885
Last Filing Date: 2025-04-01 11:30:00
Website: https://pcm-advisors.com