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Pccb, LLC (Tampa)


Pccb, LLC is an adviser based in Tampa. It manages $280.68 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.

Pccb provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pccb: assets under management

The assets under management (AUM) of Pccb, LLC is $280.68 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $280.68 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $280.68 thousand each.
Pccb has custody of $280.68 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pccb, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tampa

The principal office where Pccb, LLC performs its advisory services is located at 605 S. Willow Avenue, Tampa, FL 33606, 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 813-503-6764. The normal business hours are 9 a.m. to 4 p.m. on Monday - Friday.


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