Gary
Wagner
Private Capital Management, LLC
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About this Advisor
Gary Wagner is a financial advisor based in Denver, Colorado with a total of 5 years of relevant experience. Wagner is an employee of Private Capital Management, LLC. Over the course of their career, Wagner has held roles at Private Capital Management and Wagner Wealth Management. Wagner maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in California, Colorado, Illinois, Nebraska, Texas and Washington. Private Capital Management, LLC is a financial advisory company operating out of Denver, CO. It has offices in four locations and a total of 24 advisors. It handles $2 billion in assets among its 2,929 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 2,929 client accounts, 58% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Private Capital Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is offered. Fees charged by Private Capital Management, LLC can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Capital Management, LLC Brokerage Details
$1,500,563,148
24
2,929
$512,312
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gary Wagner Work History
Gary has been registered as a financial advisor for 5 years.*
Private Capital Management
Wagner Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Private Capital Management, LLC
Denver, CO
Denver, CO
Denver, CO
Dallas, TX
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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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