CRD: 146997
PCK Investments
Martindale, TX
5123576679
$32.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
134 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-06-2008
- Office Locations
- 1
Office Locations
-- Martindale TX
About PCK Investments
PCK Investments is a Martindale-based RIA. The firm has been operating for 18 years. Managing $32.3M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$32.3M AVG AUM / ADVISOR
$240.7K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Investment Themes
Atlas focus
Investment Vehicles
Optima
Services
Unison matrix Glacier value
Owner & Executives
T
TERRY LYNN ROBERTS
Chief Financial Officer, Chief Operating Officer
- CRD
- #860521
- Ownership
- 75% or more
(728) 239-8856
capital.wave@deltacapital.com
in linkedin.com/in/north-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $32,257,000 | -- |
| Total | $32,257,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,257,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,969,818,374 | 100.0% |
| Total | $7,969,818,374 | 100.0% |