Max
Deifik
Private Capital Management
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About this Advisor
Max Deifik is a financial advisor based in Naples, Florida, working with Private Capital Management. Max has previously held positions at Ameriprise Financial Services, Inc, Private Capital Management, LLC, and Carnes Capital Corporation. Max has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Max is part of Private Capital Management, which operates out of Naples, Florida. The firm has 1 office and 20 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Private Capital Management includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Private Capital Management Brokerage Details
$1,135,228,205
20
397
$2,859,517
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Max Deifik Work History
Private Capital Management, LLC
Carnes Capital Corporation
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Max Deifik 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
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
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