David
Douglas
Private Capital Management, LLC
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About this Advisor
David Douglas is a financial advisor based out of Denver, Colorado with a total of 1 year of industry experience. Douglas is an employee of Private Capital Management, LLC. Their career trajectory has included roles at Castle View High School, Baylor University, Texas Roadhouse, Private Capital Management and Academy Charter School. Douglas has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Colorado and Texas. Private Capital Management, LLC is a firm based out of Denver, CO. The investment advisory business has offices in four locations and a total of 24 advisors. It has $2 billion in assets under management across its 2,929 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 2,929 client accounts, 58% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm has 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 for financial advisory services largely vary depending on the type of financial services provided. However, fees charged by Private Capital Management, LLC can consist 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
David Douglas Work History
David has been registered as a financial advisor for 1 years.*
Private Capital Management
Texas Roadhouse
Baylor University
Castle View High School
Academy Charter School
*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 David Douglas 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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