Overview
Assets Under Management: $409 million
Headquarters: BURNSVILLE, MN
High-Net-Worth Clients: 6
Average Client Assets: $68.2 million
Frequently Asked Questions
PRIVATE CAPITAL MANAGEMENT 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 #110108), PRIVATE CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
PRIVATE CAPITAL MANAGEMENT INC is headquartered in BURNSVILLE, MN.
PRIVATE CAPITAL MANAGEMENT INC serves 6 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, PRIVATE CAPITAL MANAGEMENT INC offers portfolio management for individuals. View all service details ↓
PRIVATE CAPITAL MANAGEMENT INC manages $409 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, PRIVATE CAPITAL MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $68.2 million
Total Client Accounts: 17
Discretionary Accounts: 17
Regulatory Filings
CRD Number: 110108
Filing ID: 1178982
Last Filing Date: 2018-03-23 11:10:00