Private Client Services (PCS), Member FINRA, SIPC Revenue

Financial Services • Louisville, Kentucky, United States • 51-100 Employees

Private Client Services (PCS), Member FINRA, SIPC revenue & valuation

Annual revenue	$500,000
Revenue per employee	$7,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,600,000
Total funding	No funding

Key Contacts at Private Client Services (PCS), Member FINRA, SIPC

Leah Shores Hunt

Director, Advisor Technology Solutions

Matthew Hecht

Director Of Advisory Operations And Technology

Ernest Sampson

Ceo

Mary Howard

Director, Business Transitions

Jacob Eddy

Director, Advisory Compliance

Shana Keil

Director, Operations & Account Services

Kim Nelson

Director, Business Development & Onboarding

Kelly Vanden Brook

Director, Broker/Dealer Operations

Todd Oberhausen

Senior Director Risk And Compliance

John Tobias

It Director

Company overview

Headquarters	2225 Lexington Road, Louisville, KY 40206, US
Phone number	+18009669347
Website	pcsbd.net
NAICS	52
Keywords	RIA, Registered Investment Advisor, Growth, Freedom, Hybrid, Broker Dealer, Independence, Certified Financial Planner, Dually Registered, Hybrid Advisors, Stable Independent Broker Dealer, Pershing, IAR, Charles Schwab, Td Ameritrade
Founded	1990
Employees	51-100
Socials

Private Client Services (PCS), Member FINRA, SIPC Email Formats

Private Client Services (PCS), Member FINRA, SIPC uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@pcsbd.net), used 92% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@pcsbd.net	92%
{first name}{last name}	johndoe@pcsbd.net	8%

About Private Client Services (PCS), Member FINRA, SIPC

PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor. We are growing by dually registering like-minded, hybrid RIA's/IAR's. We are solely focused on servicing the needs of successful, independent advisors and reps allowing you the time to grow your profits. Let our independence ignite yours! PCS is licensed as a Broker Dealer in all 50 states.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Director

Employees by Department

Private Client Services (PCS), Member FINRA, SIPC has 20 employees across 7 departments.

Departments

Number of employees

Funding Data

Private Client Services (PCS), Member FINRA, SIPC has never raised funding before.

Private Client Services (PCS), Member FINRA, SIPC Tech Stack

Discover the technologies and tools that power Private Client Services (PCS), Member FINRA, SIPC's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Underscore.js

JavaScript libraries

WP Rocket

Caching

jQuery UI

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Private Client Services (PCS), Member FINRA, SIPC is located in Louisville, Kentucky, US.

You can reach Private Client Services (PCS), Member FINRA, SIPC at +18009669347.

Private Client Services (PCS), Member FINRA, SIPC generates an estimated annual revenue of $500,000. This revenue figure reflects the company's market position and business performance in its industry.

Private Client Services (PCS), Member FINRA, SIPC has an estimated valuation of $1,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Private Client Services (PCS), Member FINRA, SIPC was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.

Private Client Services (PCS), Member FINRA, SIPC has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Private Client Services (PCS), Member FINRA, SIPC

Leah Shores Hunt

Director, Advisor Technology Solutions

Matthew Hecht

Director Of Advisory Operations And Technology

Ernest Sampson

Ceo

Mary Howard

Director, Business Transitions

Jacob Eddy

Director, Advisory Compliance

Shana Keil