PNC MANAGED ACCOUNT SOLUTIONS, INC.
  • PNC MANAGED ACCOUNT SOLUTIONS, INC.
  • ALFRED B. BRADY III
  • THOMAS E. SAMUELS JR.
  • SURESH RAGHAVAN
  • STAVIS MARGOLIS ADVISORY SERVICES INC
  • ROY T. MANICOM
  • RICHARD SAETTONE
  • MICHAEL SANDEEN
  • MARY K. MARGOLIS
  • GERRALD GIBLIN
  • GAIL VAN NEST
  • FRANK POHAR
  • EDWIN TREY MAXWELL
  • DEBORAH MCCULLY STAVIS
  • DAVID BUSBEE
  • CLAYTON COOKE
  • BBVA WEALTH SOLUTIONS INC.

Adviser Profile

As of Date 12/07/2023
Registration status Terminated
ADV Location HOUSTON, TX, United States
Contact Info 713 xxxxxxx
Websites
AUM* 588,442,024 -22%
of that, discretionary 588,442,024 -22%
Number of Employees 21 -28%
of those in investment advisory functions 18 -38%
Private Fund GAV* 0
Avg Account Size 766,201 12%
% High Net Worth 11.86% -87%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 1B 821M 616M 411M 205M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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