Pcs Distributors, LLC is a related adviser based in Philadelphia. It manages $155.03 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2011.
Pcs Distributors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pcs Distributors, LLC is $155.03 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pcs Distributors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Bruce Klein has been acting as President since 1 Mar 2000. Peter Thomas Kisver joined the executive team most recently as the Chief Compliance Officer.
The principal office where Pcs Distributors, LLC performs its advisory services is located at 1500 Market Street, Philadelphia, PA 19102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 267-613-6266 or by fax 267-613-6267. The normal business hours are 8:30 a.m. - 5:30 on Monday - Friday. You can find more information about the New York firm at www.fiduciaryadvisors.com.