PB CAPITAL
Firm details
- Headquarters
- SIMI VALLEY, California
- CRD number
- 319410
- Registered since
- May 9, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.34%
- HNWI44.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
PB Capital is a small, owner-operated advisory practice organized as a sole proprietorship and registered with the SEC in 2022. The firm serves individuals and families, with a stated advisory focus on portfolio management for individuals and small businesses. PB Capital also operates as an insurance broker and charges fees based on a percentage of assets under management. The practice reports that it does not operate as a multi-state adviser, does not position itself as an active ESG investor, and does not act as a capital allocator.
Assets & Accounts
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
- US Government Bonds41%
- Exchange Traded Equities27%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds11%
- Non-Exchange Traded Equities1%
Contacts
1 of 1Patrick Bolger
OwnerCRD 3075602
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SIMI VALLEY, CA
VENTURA
Location
SIMI VALLEY, CA
Headquartered in SIMI VALLEY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 45 W Easy St
- Time zone
- PT (UTC-8)
- Office locations
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