seller-profile

Personal Capital

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Los Angeles, CA 90012

650-556-1310

Connect with Personal

General Information

Firm Start Year

2009

Firm CRD#

155172

Name of Broker/Dealer

Pershing

Years of Experience in Financial Services

11

Number of Years with Current Firm

11

Advisory Services Provided

Wealth Management, Portfolio Management

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Firm Information

Firm's Number of Planning Clients

25,000

Assets Managed by Firm

$15,000,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

https://www.personalcapital.com/content/wiseradvisor-disclosures/