Overview
Assets Under Management: $500 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 10
Average Client Assets: $49.5 million
Frequently Asked Questions
PRIVATE INCOME CAPITAL MANAGEMENT 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 #117574), PRIVATE INCOME CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
PRIVATE INCOME CAPITAL MANAGEMENT is headquartered in SEATTLE, WA.
PRIVATE INCOME CAPITAL MANAGEMENT serves 10 high-net-worth clients according to their SEC filing dated February 23, 2018. View client details ↓
According to their SEC Form ADV, PRIVATE INCOME CAPITAL MANAGEMENT offers portfolio management for individuals. View all service details ↓
PRIVATE INCOME CAPITAL MANAGEMENT manages $500 million in client assets according to their SEC filing dated February 23, 2018.
According to their SEC Form ADV, PRIVATE INCOME CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.95%
Average Client Assets: $49.5 million
Total Client Accounts: 11
Discretionary Accounts: 11
Regulatory Filings
CRD Number: 117574
Filing ID: 1169814
Last Filing Date: 2018-02-23 17:35:00