Pccp, LLC

CRD#157505
Investment Advisor Firm

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Overview

Pccp, LLC is an advisory company that has its headquarters in Los Angeles, California. Pccp, LLC manages $7.9 billion in assets across 14 customer accounts, making it one of the largest firms in the nation by assets under management (AUM). The firm has a large group of 110 employees, including 50 financial advisors. Pccp, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets like options, bonds and equities.

Pccp, LLC administers most of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell choices without needing to seek client permission. The firm also oversees four non-discretionary accounts with a total of $2.4 billion in assets under management. Pccp, LLC supervises roughly $565.6 million for every client account. An average financial advisor at Pccp, LLC manages fewer than one client account, placing it among the most personalized financial advisor firms in the country.

The firm's central office is located at 10100 Santa Monica Blvd, Los Angeles, California 90067. It is allowed to serve customers across a number of states, including California and Georgia.

Assets Under Management

$7.9 billion

Number of Advisors

50

Disclosures

No

Office Location

10100 Santa Monica Blvd
Los Angeles, CA 90067

Pccp, LLC by the Numbers

Total Assets Under Management

$7.9 billion

National Average: $3.7 billion
Total Number of Employees

110

National Average: 29
Total Number of Accounts

14

National Average: 2,073
Average Account Size

$565.6 million

National Average: $1.8 million

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Fee Structure

Financial management fees typically depend on which services the firm provides the client. However, fees charged by the company can include the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

The company caters to banking institutions, pooled investment vehicles and other investment advisers. Out of its 14 customers, Pccp, LLC's largest client type is pooled investment vehicles. None of the firm's accounts are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Pccp, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA