Pro Cap LLC is a large advisory firm based in Wayne. It manages $25.4 million of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2001.
Pro Cap provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pro Cap LLC is $25.4 million. The firm's AUM has gone down by -14% 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 Pro Cap LLC 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.
Kenneth S Sweet has been acting as President since 1 Oct 1998. Inc. Safeguard Scientifics joined the executive team most recently as the Member.
The principal office where Pro Cap LLC performs its advisory services is located at 435 Devon Park Dr, Wayne, PA 19087, 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 610-293-9151 or by fax 610-293-9179. The normal business hours are 9:00a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.procapllc.com.