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FIRM PROFILE
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.
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
Total Client Assets:
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FIRM INFORMATION
10 South Riverside Plaza 9th Floor, Chicago, IL 60606
10 South Riverside Plaza 9th Floor, Chicago, IL 60606
Small
(312) 602-3583
Michigan since 11/21/1995
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PMCF HOLDING COMPANY, LLC | OWNER | ||
| BARBER, PAMELA JOY | CFO | 5489840 | |
| BARBER, PAMELA JOY | PFO, POO, FINOP | 5489840 | |
| HART, JOHN DANIEL | MANAGING DIRECTOR, TREASURER AND SECRETARY, BOARD MEMBER | 4967611 | |
| JAMISON, MATTHEW GORDON | MANAGING DIRECTOR, BOARD MEMBER, PRESIDENT | 4644597 | |
| MD HOLDCO, LLC | MANAGING MEMBER | ||
| P & M HOLDING GROUP, LLP | PARENT MEMBER | ||
| VIRKUS, BRADLEY WILLIAM | BOARD MEMBER | 6826649 | |
| WAGNER, JOSEPH DONALD | MANAGING DIRECTOR, BOARD MEMBER | 4749753 | |
| WISNIEWSKI, CAROLINE ELIZABETH | CHIEF COMPLIANCE OFFICER | 1463513 |
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Advisor's working at P & M CORPORATE FINANCE, LLC
Caroline Elizabeth Wisniewski
Edward Ronald Zukowski
Carter James Wright
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