Adviser Profile

As of Date 05/09/2025
Registration status Registration Changed to PCB CAPITAL LLC
ADV Location NORTH BRUNSWICK, NJ, United States
Contact Info (73 xxxxxxx
Websites
AUM* 122,514,248
of that, discretionary 122,514,248
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 257,383
% High Net Worth 9.62%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees