Assets Under Management
$148.5M
Number of Clients
118
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$37.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
PCM offers tailored investment advice and financial planning services, including estate, retirement, and tax plans. Investment strategies are designed to manage risk and seek returns less dependent on market fluctuations. PCM was acquired by Shepherd Kaplan Krochuk, LLC in 2020.
9250 East Costilla Avenue, Suite 110, Greenwood Village, CO, 80112