PFS Capital, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 304969
- Website
- pfscap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Other100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
PFS Capital, LLC is a small, individually owned limited liability company that provides portfolio management services to individuals, small businesses, and institutional/business clients. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor. It is not registered as a multi-state adviser and is not positioned as a capital allocator or pension consultant in the available disclosures. The firm's regulatory classification is listed as unclassified.
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
- Cash & Cash Equivalents100%
Contacts
1 of 1
Berat Pehlivanoglu
Managing DirectorCRD 6921245
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1 World Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations