Peter
Keilman
Private Capital Management, LLC
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About this Advisor
Peter Keilman is a certified financial planner and chartered financial analyst operating out of Denver, Colorado with 3 years of industry experience. Keilman is an employee of Private Capital Management, LLC. Keilman has gained experience at Townsend & Associates, Securities America Inc, Securitas Usa, The Milestone Group Dba Bokf Private Wealth and Private Capital Management, LLC. Keilman maintains a Series 63 license, certifying them as a securities broker, and is approved to advise clients in Colorado and Texas. Private Capital Management, LLC is an advisory firm that has its headquarters in Denver, CO. The firm has offices in four locations and a total of 24 employees. It controls $2 billion in total assets among its 2,929 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 2,929 accounts, 58% belong to high-net-worth individuals who have at least $1 million in assets. Private Capital Management, LLC offers a number of services, including 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. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types charged by Private Capital Management, LLC most likely include 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
Peter Keilman Work History
Peter has been registered as a financial advisor for 3 years.*
Private Capital Management, LLC
The Milestone Group Dba Bokf Private Wealth
Townsend & Associates
Securities America Inc
Securitas Usa
*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 Peter Keilman 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
Dallas, TX
Denver, CO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
