Overview
Assets Under Management: $588 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 86
Average Client Assets: $2.5 million
Frequently Asked Questions
PNC MANAGED ACCOUNT SOLUTIONS, INC. 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 #110476), PNC MANAGED ACCOUNT SOLUTIONS, INC. is subject to fiduciary duty under federal law.
PNC MANAGED ACCOUNT SOLUTIONS, INC. is headquartered in HOUSTON, TX.
PNC MANAGED ACCOUNT SOLUTIONS, INC. serves 86 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, PNC MANAGED ACCOUNT SOLUTIONS, INC. offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PNC MANAGED ACCOUNT SOLUTIONS, INC. manages $588 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, PNC MANAGED ACCOUNT SOLUTIONS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.98%
Average Client Assets: $2.5 million
Total Client Accounts: 768
Discretionary Accounts: 768
Regulatory Filings
CRD Number: 110476
Filing ID: 1737645
Last Filing Date: 2023-03-31 14:24:00