← Back to searchVisit website
PCM ENCORE, LLC
CRD 333127 · SEC 801-131243
520 E COOPER AVE., STE. 7C, ASPEN, CO, 81611, United States
Phone
425-214-1755
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.94B
Discretionary AUM
$1.94B
Team
16 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $20.3M |
| High net worth individuals | 99 | $1.76B |
| Corporations/business entities | 1 | $161.7M |
States served
CA, CO, IL, NJ, NY, NC, OK, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD