How does the advisor help clients – Key Takeaways:
PB CAPITAL MANAGEMENT, LLC is a reputable financial advisory firm that provides a range of comprehensive services to help clients achieve their financial goals. Their expert team of professionals offers personalized strategies and solutions to meet the unique needs of each client.
Facts and Insights
PB CAPITAL MANAGEMENT, LLC prides itself on staying informed and up-to-date on the latest financial trends and market insights. Through extensive research and analysis, they are able to provide clients with valuable information and advice to make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
PB CAPITAL MANAGEMENT, LLC provides a full range of financial services, including investment management, retirement planning, tax planning, estate planning, and more. Their team of experienced advisors works closely with clients to develop customized plans that align with their financial goals and objectives.
Client Types
PB CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small business owners. They have the expertise to handle a variety of financial needs and are committed to providing exceptional service to each and every client.
Fees & Compensation
PB CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients’ interests, as their compensation is directly tied to their clients’ portfolio performance.
Background
PB CAPITAL MANAGEMENT, LLC was founded in 2010 and is headquartered in New York City. Their team of advisors has a combined experience of over 50 years in the financial industry, making them a trusted and reliable choice for clients seeking financial guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, PB CAPITAL MANAGEMENT, LLC is required to disclose any legal or disciplinary events in their record. However, there have been no such disclosures for this firm, further solidifying their reputation as a trustworthy and reputable financial advisor.