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Ppca, Inc. (San Clemente)


Ppca, Inc. is an adviser based in San Clemente. It manages $40 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Texas.

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Ppca provides portfolio management for businesses and institutional clients and software license. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ppca: assets under management

The assets under management (AUM) of Ppca, Inc. is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ppca, Inc. for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in San Clemente

The principal office where Ppca, Inc. performs its advisory services is located at 78 Marbella, San Clemente, CA 92673, 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 949-488-8339 or by fax 949-488-0224. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.targetdatesolutions.com.


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