PERSONAL BUSINESS MANAGEMENT GROUP LTD
CRD #107838 SEC #801-16384 STAMFORD, CT 203-357-1046
SEC Registered
Total AUM
$107.9M
Discretionary
$107.9M
Employees
3
Clients
1
Accounts
95
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $107.9M | $107.9M | $0 | 3 | 96 |
| Feb 2019 | $107.9M | $107.9M | $0 | 4 | 95 |
| Feb 2018 | $120.1M | $120.1M | $0 | 3 | 95 |
| Feb 2017 | $113.8M | $113.8M | $0 | 2 | 26 |
| Feb 2016 | $133.4M | $133.4M | $0 | 2 | 26 |
| Feb 2015 | $154.3M | $154.3M | $0 | 2 | 26 |
| Jan 2014 | $153.6M | $153.6M | $0 | 2 | 26 |
| Feb 2013 | $134.5M | $134.5M | $0 | 2 | 26 |
| Jan 2012 | $128.2M | $128.2M | $0 | 1 | 26 |
| Feb 2011 | $151M | $151M | $0 | 5 | -- |
| Jan 2011 | $151M | $151M | $0 | 5 | -- |
| Jan 2010 | $156.3M | $156.3M | $0 | 5 | -- |
| Jan 2008 | $195M | $195M | $0 | 5 | -- |
| Jan 2007 | $175M | $175M | $0 | 5 | -- |
| Jan 2006 | $136M | $136M | $0 | 5 | -- |
| Sep 2005 | $128M | $128M | $0 | 5 | -- |
| Jan 2005 | $128M | $128M | $0 | 5 | -- |
DateMar 2020
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees3
Clients96
DateFeb 2019
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees4
Clients95
DateFeb 2018
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees3
Clients95
DateFeb 2017
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees2
Clients26
DateFeb 2015
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees2
Clients26
DateJan 2014
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees2
Clients26
DateFeb 2013
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees2
Clients26
DateJan 2012
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees5
Clients--