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CRD#: 129624
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

P & M CORPORATE FINANCE, LLC is located at 10 South Riverside Plaza 9th Floor, Chicago, IL 60606 and was first established at Chicago, Michigan in 11/21/1995. After operating for 30 years, P & M CORPORATE FINANCE, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of P & M CORPORATE FINANCE, LLC’s clients are individuals and 0% of their clients are high net worth individuals. P & M CORPORATE FINANCE, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at P & M CORPORATE FINANCE, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access P & M CORPORATE FINANCE, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at P & M CORPORATE FINANCE, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for P & M CORPORATE FINANCE, LLC Comes From

Understanding the Statistics for P & M CORPORATE FINANCE, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
10 South Riverside Plaza 9th Floor, Chicago, IL 60606
Mailing Address
10 South Riverside Plaza 9th Floor, Chicago, IL 60606
Firm Size
Small
Phone Number
(312) 602-3583
Established
Michigan since 11/21/1995
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PMCF HOLDING COMPANY, LLCOWNER
BARBER, PAMELA JOYCFO5489840
BARBER, PAMELA JOYPFO, POO, FINOP5489840
HART, JOHN DANIELMANAGING DIRECTOR, TREASURER AND SECRETARY, BOARD MEMBER4967611
JAMISON, MATTHEW GORDONMANAGING DIRECTOR, BOARD MEMBER, PRESIDENT4644597
MD HOLDCO, LLCMANAGING MEMBER
P & M HOLDING GROUP, LLPPARENT MEMBER
VIRKUS, BRADLEY WILLIAMBOARD MEMBER6826649
WAGNER, JOSEPH DONALDMANAGING DIRECTOR, BOARD MEMBER4749753
WISNIEWSKI, CAROLINE ELIZABETHCHIEF COMPLIANCE OFFICER1463513

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Advisor's working at P & M CORPORATE FINANCE, LLC

CW

Caroline Elizabeth Wisniewski

Caroline Elizabeth Pinholster, Carrie Pinholster, Carrie Wisniewski
RR
CRD#: 1463513
Location:
Denver, CO 80112
Company:
P & M CORPORATE FINANCE, LLC
Disclosures:
Experience:
39 years
View Profile
EZ

Edward Ronald Zukowski

RR
CRD#: 6463569
Location:
Southfield, MI 48075
Company:
P & M CORPORATE FINANCE, LLC
Disclosures:
Experience:
10 years
View Profile
CW

Carter James Wright

Carter Wright
RR
CRD#: 7800303
Location:
Southfield, MI 48075
Company:
P & M CORPORATE FINANCE, LLC
Disclosures:
Experience:
2 years
View Profile
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