Pccp, LLC
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Overview
Pccp, LLC operates as a financial advisor company that has its headquarters in Los Angeles, California. The company handles $15.3 billion in assets over 25 accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). It has a large team, including 71 financial advisors. Pccp, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets such as bonds, stocks and options.
Pccp, LLC oversees 11 of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments for the client's account without requiring the client's authorization. The firm also oversees 14 non-discretionary accounts with a total of $6.1 billion in assets. The firm's typical account size is $610.7 million. An average advisor at Pccp, LLC administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The company's main office is at 10100 Santa Monica Blvd, Los Angeles, California 90067. The company is permitted to provide services to investors across a number of states, including California and Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pccp, LLC by the Numbers
$15.3 billion
139
25
$610.7 million
Fee Structure
Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Pccp, LLC can be comprised of the following fee structures: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Pccp, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles, state or municipal government entities and other investment advisers. Out of its 25 customers, Pccp, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the company's customers are from outside of the U.S.
- 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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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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