PUBLIC FINANCIAL MANAGEMENT INC
CRD #105975 SEC #801-29162 PHILADELPHIA, PA 215-567-6100
SEC Registered
Total AUM
$10.2B
Discretionary
$5.6B
Employees
51
Clients
0
Accounts
244
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 11, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BISGAIER, BARBARA, C. | I | SECRETARY/DIRECTOR | NA | Control |
| BISGAIER, BARBARA, C. | I | SECRETARY/DIRECTOR | NA | Control |
| BISGAIER, BARBARA, C. | I | SECRETARY/DIRECTOR | NA | Control |
| MILLER, PETER | I | DIRECTOR | NA | |
| MILLER, PETER | I | DIRECTOR | NA | |
| MILLER, PETER | I | DIRECTOR | NA | |
| NELSON, NAPOLEON | I | DIRECTOR | NA | |
| NELSON, NAPOLEON | I | DIRECTOR | NA | |
| NELSON, NAPOLEON | I | DIRECTOR | NA | |
| NEWMAN, WILLIAM, GRANT | I | MANAGING DIRECTOR | NA | Control |
| MARGOLIS, MARTIN, PAUL | I | VICE PRES/TREASURER/DIRECTOR/CHIEF COMPLIANCE OFFICER | B | Control |
| MARGOLIS, MARTIN, PAUL | I | VICE PRES/TREASURER/DIRECTOR | B | |
| MARGOLIS, MARTIN, PAUL | I | VICE PRES/TREASURER/DIRECTOR | B | |
| MARGOLIS, MARTIN, PAUL | I | VICE PRES/TREASURER/DIRECTOR | B | |
| MARGOLIS, MARTIN, PAUL | I | VICE PRES/TREASURER/DIRECTOR | B | Control |
| MARGOLIS, MARTIN, PAUL | I | VICE PRES/DIRECTOR | B | |
| MARGOLIS, MARTIN, PAUL | I | VICE PRES/DIRECTOR | B | |
| MARGOLIS, MARTIN, PAUL | I | VICE PRES/DIRECTOR | B | |
| WHITE, F, JOHN | I | PRESIDENT/DIRECTOR | B | |
| WHITE, F, JOHN | I | PRESIDENT/DIRECTOR | B | |
| WHITE, F, JOHN | I | PRESIDENT/DIRECTOR | B | |
| BISGAIER, BARBARA, C. | I | SECRETARY/DIRECTOR | A | Control |
| BISGAIER, BARBARA, C. | I | SECRETARY/DIRECTOR | A | |
| BISGAIER, BARBARA, C. | I | SECRETARY/DIRECTOR | A | |
| BISGAIER, BARBARA, C. | I | SECRETARY/DIRECTOR | A | |
| BISGAIER, BARBARA, C. | I | SECRETARY/DIRECTOR | A | Control |
| CURRY, KEITH | I | DIRECTOR | A | |
| CURRY, KEITH | I | DIRECTOR | A | |
| CURRY, KEITH | I | DIRECTOR | A | |
| GIBSON, STEPHANIE, JOSETTE | I | DIRECTOR | A | |
| GIBSON, STEPHANIE, JOSETTE | I | DIRECTOR | A | |
| GIBSON, STEPHANIE, JOSETTE | I | DIRECTOR | A | |
| WHITE, F, JOHN | I | PRESIDENT/DIRECTOR | A | Control |
| WHITE, F, JOHN | I | PRESIDENT/DIRECTOR | A | Control |
| WHITE, F, JOHN | I | PRESIDENT/DIRECTOR | A | Control |
| WHITE, F, JOHN | I | PRESIDENT/DIRECTOR | A | Control |
| WHITE, F, JOHN | I | PRESIDENT/DIRECTOR | A | Control |
| WILLIARD, GLEN | I | DIRECTOR | A | |
| WILLIARD, GLEN | I | DIRECTOR | A | |
| WILLIARD, GLEN | I | DIRECTOR | A | |
| WILLIARD, GLEN | I | DIRECTOR | A | |
| WILLIARD, GLEN | I | DIRECTOR | A | |
| WILLIARD, GLEN | I | DIRECTOR | A | |
| WILLIARD, GLEN | I | DIRECTOR | A | |
| WILLIARD, GLEN | I | DIRECTOR | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOYLE, STEVE | I | PUBLIC FINANCIAL MANAGEMENT, INC. | F | Control |
| BOYLE, STEVE | I | PUBLIC FINANCIAL MANAGEMENT, INC. | F | Control |
Registrations
Federal
IA
Feb 11, 2005 REGISTERED
Notice Filings (21)
CA CT DE FL GA IA KS LA MA MN MO NJ NY OH PA SC TN TX VA WA WI
Address
TWO LOGAN SQUARESUITE 1600
PHILADELPHIA, PA 19103
USA
Phone: 215-567-6100