Psc Manager LLC
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Overview
Psc Manager LLC operates as a financial advisor firm located in Morrisville, Pennsylvania. The company controls $581.7 million in total assets over 29 client accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). The firm has a small team, including 15 financial advisors. Psc Manager LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments like bonds, options and equities.
Psc Manager LLC manages all of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction judgments without requiring client permission. The investment advisory firm's typical account size is $20.1 million. The typical financial advisor at Psc Manager LLC manages about two client accounts, making it one of the most personalized firms in the country.
The firm's central office is at 1000 Floral Vale Boulevard, Morrisville, Pennsylvania 19067.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Psc Manager LLC by the Numbers
$581.7 million
18
29
$20.1 million
Fee Structure
Fees charged by financial advisors typically are based on the type of financial services provided. However, fees charged by the firm most likely are comprised of any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its 29 customers, Psc Manager LLC's biggest client by number of accounts is pooled investment vehicles. None of its clients 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
Psc Manager LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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