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Pennsylvania Capital Management, Inc.

EST. AUM
$759,036,635

CONTACTS
3

CLIENT ACCOUNTS
1,033

Firm Details

Metro area Philadelphia
CRD Number 107648
Website pcmadvisors.com
Client types

Overview

Pennsylvania Capital Management emphasizes a profound understanding that transcends traditional investment consulting. The firm adopts a holistic approach to wealth enhancement, tax mitigation, wealth protection, wealth transfer, charitable giving, and business exit and succession planning. As an independent advisory firm, it prioritizes the best interests of its clients, offering unbiased recommendations for optimal products, solutions, and external expertise. The firm is dedicated to supporting clients and their families in achieving their goals.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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