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William Carl Peterson

PRIVATE CAPITAL MANAGEMENT INC·BURNSVILLE, Minnesota
Clean recordPRIVATE CAPITAL MANAGEMENT INC
350 W BURNSVILLE PARKWAY, SUITE 150, BURNSVILLE, MN 55337-2791CRD# 4379013Firm CRD# 110108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Carl Peterson · BURNSVILLE, MN
Registration
CRD #4379013 · PRIVATE CAPITAL MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Carl Peterson is a registered financial advisor based in BURNSVILLE, Minnesota, affiliated with PRIVATE CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PRIVATE CAPITAL MANAGEMENT INC
PRIVATE CAPITAL MANAGEMENT INC
AUM
$412M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PRIVATE CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: TRUSTEE FEES, CONSULTING FEES
Regulatory
SEC/IARD CRD# 4379013
Firm CRD# 110108
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Carl Peterson offer?
William Carl Peterson specializes in Investment Management. Contact their office in BURNSVILLE, Minnesota for a consultation.
What are William Carl Peterson's credentials?
William Carl Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Carl Peterson located?
William Carl Peterson is based in BURNSVILLE, Minnesota, working with PRIVATE CAPITAL MANAGEMENT INC. Their office serves clients in the BURNSVILLE metropolitan area and surrounding communities.
How does William Carl Peterson charge for services?
William Carl Peterson's firm is compensated through percentage of aum, hourly charges, other: trustee fees, consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE CAPITAL MANAGEMENT INC?
PRIVATE CAPITAL MANAGEMENT INC has approximately 6 employees and manages $412M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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