PRIVATE CAPITAL MANAGEMENT, INC.

LARKSPUR, California·1 registered advisor·CRD# 120634
SEC# 801-611800415-464-9700
01

Firm Overview

AUM
$200M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PRIVATE CAPITAL MANAGEMENT, INC.

1 registered advisor
Charles Joseph Ramos
LARKSPUR, California
05

Office Locations

LARKSPUR, California
1 advisor

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Data sourced from SEC Form ADV filings. PRIVATE CAPITAL MANAGEMENT, INC. (CRD# 120634) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.