Private Client Services Growth, Revenue, Number of Employees and Funding

Overview

Location:
Louisville, KY USA
Total Funding:N/A
Industry:Finance
Founded:1990
Lead Investor(s):N/A
Press

Estimated Revenue & Financials

  • Private Client Services's estimated revenue is currently $6.9M per year.
  • Private Client Services's estimated revenue per employee is $198000

Employee Data

  • Private Client Services has 35 Employees.
  • Private Client Services grew their employee count by 25% last year.
  • Private Client Services currently has 1 job openings.

Executive Contacts

NameTitle
Steve HigdonChief Development Officer
Rob RobertsonDirector of Finance and Advisory Services
Adam KatchDirector, Advisory Operations
Ryan ArmockChief Operations Officer

What Is Private Client Services?

PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor. We are growing by dually registering like-minded, hybrid RIA's/IAR's. We are solely focused on servicing the needs of successful, independent advisors and reps allowing you the time to grow your profits. Let our independence ignite yours! PCS is licensed as a Broker Dealer in all 50 states. Our headquarters is in Louisville, KY. We have more than 70 branch offices coast-to-coast.

keywords:N/A

35

Number of Employees

$6.9M

Revenue (est)

1

Current Jobs

25%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

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Private Client Services News

6-Mar-19 - Fiscal Private Client Services' Andrew Bradley on what smart money is

Andrew Bradley the founder of Fiscal Private Client Services, a wealth management company based in Cape Town, says the fundamentals of

18-Feb-19 - Schwarz Gehard London to Relocate Private Client Services to Firm's

Schwarz Gehard London to Relocate Private Client Services to ... its private client services to their institutional offices located in Vienna, Austria.

14-Feb-19 - $1.4bn Pittsburgh RIA readies robo-advisor

Once clients are onboard with the robo-advisor, they'll have access to a ... as its custodian and Private Client Services as its broker-dealer.