P/E Capital Investments
RIAState Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$59.3K
Accounts
61
Employees
3
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 172695
- Website
- www.pecapital.org
- Fee structure
- Percentage of AUM, Commissions, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops
Firm profile
FINTRXOverview
P/E Capital Investments is an independently owned registered investment adviser organized as a partnership and focused on serving individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles, and it also runs educational seminars and workshops. Its compensation model includes a percentage-of-AUM fee, commissions, and performance-based fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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