Pnc Real Estate
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Overview
Pnc Real Estate is a financial advisory firm headquartered in Louisville, Kentucky. It oversees $2.9 billion in assets across 63 accounts, placing it among the biggest firms in the United States by assets under management (AUM). The firm has a large team, including 176 financial advisors. Pnc Real Estate is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, equities and bonds.
Pnc Real Estate administers all of the company's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions for the client's account without requiring client approval. The investment advisory firm oversees about $45.7 million in assets for each customer account. The average financial advisor at Pnc Real Estate oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The firm's headquarters is at 101 South Fifth Street, Louisville, Kentucky 40202. The company is legally permitted to provide services to investors throughout a few states, including District of Columbia, Kentucky, Massachusetts, Oregon and South Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pnc Real Estate by the Numbers
$2.9 billion
176
63
$45.7 million
Fee Structure
Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by the firm typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm works with pooled investment vehicles. Out of its 63 clients, Pnc Real Estate's largest client type by number of accounts is pooled investment vehicles. None of its accounts are represented by non-U.S. persons.
- 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
Pnc Real Estate does not have any disclosures.
Please visit its Form ADV for more details.
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