Private Client Services Annual Revenue, Competitors, Number of Employees and Funding

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Overview

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

  • Private Client Services's estimated annual revenue is currently $7.4M per year.
  • Private Client Services's estimated revenue per employee is $210,000

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.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Bank Of The Blu...
$10.9M52N/AN/A
Rural 1st®
$8.4M4033%N/A
Farm Credit Ser...
$240.7M1146N/AN/A
Stored Value So...
N/A236N/AN/A
Orion Portfolio...
$22.1M1055%N/A
Payment Allianc...
$50.2M239N/AN/A
River Road Asse...
$8.8M42N/AN/A
Hilliard Lyons
$133.1M634N/AN/A
FTJ FundChoice
$22.7M1087%N/A
Service One Cre...
N/A52N/AN/A
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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

$7.4M

Revenue (est)

1

Current Jobs

25%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

Executive Contacts

NameTitleEmail
Jeremy MolsbergerManaging Principal
Adam KatchDirector, Advisory Operations
Ernest SampsonCEO
Seth OwenDirector Of Compliance
Mary WescottChief Administration Officer
Ryan ArmockChief Operations Officer
Kelly BrookDirector, Broker/dealer Operations
Kim NelsonOnboarding Manager

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.