FIND A PM MGMT, LP FINANCIAL ADVISOR NEAR ME
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CRD#: 335729
RIA
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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
Where the Statistical Data for PM MGMT, LP Comes From
Understanding the Statistics for PM MGMT, LP and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
16030 Ventura Blvd., Suite 380, Encino, CA 91436
Phone Number
+1 (818) 905-9500
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at PM MGMT, LP
RA
Roman Auerbach
RR
CRD#: 4681421
Location:
Syracuse, NY 13202
Company:
EQUITABLE ADVISORS, LLC
Disclosures:
Experience:
22 years
ST
Samuel Bennett Turner
RR
CRD#: 7897727
Location:
Lake Charles, LA 70601
Company:
NYLIFE SECURITIES LLC
Disclosures:
Experience:
1 year
Jeffrey Paul Meotti
IAR
RR
CRD#: 1232822
Location:
Madison, CT 06443
Company:
MORGAN STANLEY
Disclosures:
Experience:
42 years
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