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Building 2PERSONAL BUSINESS MANAGEMENT GROUP LTD

Map pinSTAMFORD, CT
Phone203-357-1046
NotebookSEC #801-16384
Total AUM
$107.9M
Employees
3
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1911 SUMMER ST
STAMFORD
CT 06905
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
203-357-1046

ReceiptFinancials

Total AUM
$107.9M
Accounts
95
Discretionary
$107.9M
Accounts
95
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$12.9M
HNW Individual Clients
44
AUM
$95M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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