Private Asset Management

Finance · New Zealand · 11-50 Employees

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Overview

Headquarters

PO Box, Whakatane, Bay of Plenty, 3158, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Private Asset Management

Private Asset Management is an independent advisory firm based in Whakatane, New Zealand, specializing in managing client investment portfolios with a focus on long-term performance and minimizing fees. The company provides administration services to a team of financial advice providers who manage approximately $1.6 billion for retail investors, primarily located in Auckland. They operate on a fee-based model, avoiding commissions and biases in their recommendations. Their services are designed to optimize client outcomes while minimizing risk.Explore more
Popular SearchesPrivate Asset Management LtdSIC Code 62,628NAICS Code 52,523Show more

Private Asset Management Org Chart

PhoneEmail
KD
New Zealand flag for contact location.

Administration Team

PhoneEmail
CO
New Zealand flag for contact location.

Office Manager, Compliance & Portfolio Admini...

PhoneEmail

PhoneEmail
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Activity Insights

Private Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Private Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Private Asset Management.

Private Asset Management Tech Stack

A closer look at the technologies used by Private Asset Management

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Frequently Asked Questions Regarding Private Asset Management

What is Private Asset Management's official website?
Private Asset Management's official website is www.cpam.co.nz
What is Private Asset Management's Revenue?
Private Asset Management's revenue is <$5 Million
What is Private Asset Management's SIC code?
Private Asset Management's SIC: 62,628
What is Private Asset Management's NAICS code?
Private Asset Management's NAICS: 52,523
How many employees does Private Asset Management have?
Private Asset Management has 11-50 employees
What industry does Private Asset Management belong to?
Private Asset Management is in the industry of: Finance, Securities Trading
What technology does Private Asset Management use?
Some of the popular technologies that Private Asset Management uses are: Squarespace Online Stores, Adobe Typekit, Google Font API, Plesk
What does Private Asset Management do?

Private Asset Management is an independent advisory firm based in Whakatane, New Zealand, specializing in managing client investment portfolios with a focus on long-term performance and minimizing fees. The company provides administration services to a team of financial advice providers who manage approximately $1.6 billion for retail investors, pr... imarily located in Auckland. They operate on a fee-based model, avoiding commissions and biases in their recommendations. Their services are designed to optimize client outcomes while minimizing risk.Read More

Is Private Asset Management a public company?
Private Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Private Asset Management

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