Pcs Distributors, LLC (Philadelphia)

Name: Pcs Distributors, LLC
Address: 1500 Market Street, Philadelphia, PA, 19102
Telephone: 267-613-6266

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.

Pcs Distributors: assets under management

The assets under management (AUM) of Pcs Distributors, LLC is $155.03 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

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.

Careers at Pcs Distributors, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Bruce Klein	President	1 Mar 2000	50% - 75%	2994239
Llc Professional Capital Services	Owner	1 Mar 2000	50% - 75%	23-3038464
Richard Paul Shappell	Chief financial officer	1 Mar 2000	Other	4208099
Peter Thomas Kisver	Chief compliance officer	1 Mar 2011	Other	2726187

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Richardson Investors	Member	1 Dec 2009	50% - 75%	26-4561414

Based in Philadelphia

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.