Private Income Capital Management is a large advisory firm based in Seattle. It manages $540.37 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Nebraska and Washington.
Private Income Capital Management provides portfolio management for individuals and small businesses. 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 Private Income Capital Management is $540.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Private Income Capital Management for their services and products based on a percentage of assets under management. 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.
The firm provides services to charitable organizations and high net worth individuals. The largest group of clients of Dean Gregory Amundson is high net worth individuals with 8 clients and $441.4 million of assets under management. Among the 10 most similar advisory firms, Private Income Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $540.37 million for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Private Income Capital Management doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Private Income Capital Management performs its advisory services is located at 1420 5 Th Ave, Seattle, WA 98101, 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 206-224-1654 or by fax 206 257-2961. The normal business hours are 7-3:30 on Monday - Friday.