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Nancy Lynn Taylor

PRIVATE CAPITAL MANAGEMENT, LLC·DENVER, Colorado
Unclaimed Profile
250 STEELE STREET, DENVER, CO 80206CRD# 6159075Firm CRD# 165306
01

About

Nancy Lynn Taylor is a registered financial advisor based in DENVER, Colorado, affiliated with PRIVATE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PRIVATE CAPITAL MANAGEMENT, LLC
PRIVATE CAPITAL MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at PRIVATE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6159075
Firm CRD# 165306
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Lynn Taylor offer?
Nancy Lynn Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Nancy Lynn Taylor's credentials?
Nancy Lynn Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Lynn Taylor located?
Nancy Lynn Taylor is based in DENVER, Colorado, working with PRIVATE CAPITAL MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Nancy Lynn Taylor charge for services?
Nancy Lynn Taylor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE CAPITAL MANAGEMENT, LLC?
PRIVATE CAPITAL MANAGEMENT, LLC has approximately 26 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
GREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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