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Private Asset Management
Finance · New Zealand · 11-50 Employees
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Overview
Headquarters
Po Box, Whakatane, Bay of Plenty, 3158, ...Website
www.cpam.co.nzRevenue
<$5 MillionIndustry
About Private Asset Management
Private Asset Management Ltd is an independent advisory firm based in Whakatane, New Zealand, providing administration services to a team of three financial advice providers managing $1.6 billion for retail investors. The company focuses on optimizing client outcomes while minimizing fees and risks, offering fee-based advisory services without commissions or biases. Most clients seek a balanced mix of income and growth from their investment portfolios, and the firm emphasizes high standards in investment advice. Their financial advisors regularly travel to meet clients, primarily located in Auckland.Explore more
SIC Code 62,628NAICS Code 52,523Show morePrivate Asset Management Org Chart
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Private Asset Management Tech Stack
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Private Asset Management Ltd is an independent advisory firm based in Whakatane, New Zealand, providing administration services to a team of three financial advice providers managing $1.6 billion for retail investors. The company focuses on optimizing client outcomes while minimizing fees and risks, offering fee-based advisory services without comm... Read More
