linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

P/e Capital Investments

Headquartered in CHICAGO, IL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

P/e Capital Investments is an investment advisor registered with the SEC that provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. The firm manages approximately $20.5 million in assets for 120 accounts, including 20 high-net-worth individuals and 100 individuals other than high-net-worth.

P/e Capital Investments

$20.50M

Assets Under Management

4

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

P/E CAPITAL INVESTMENTS has a total of 2 branch locations across the country.
location

Torrance, CA

location

CHICAGO, IL

Advisors at P/e Capital Investments

View All 1 Advisors
Unclaimed
Sherryl U Koga

RA

Torrance, CA

View Profile
Unclaimed
Eliseo jojo Lucero Prisno

RA

CHICAGO, IL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if P/e Capital Investments is right for you?

Disclosures

There are no public disclosures for P/e Capital Investments.

Frequently Asked Questions (5)

Not sure if P/e Capital Investments is right for you?