RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 12, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FRIEDMAN, JAMES, ANDREWIPRESIDENTNA Control
FRIEDMAN, CARLICHAIRMAN/CHEIF COMPLIANCE OFFICERE Control
FRIEDMAN, CARLICHAIRMAN/CHEIF COMPLIANCE OFFICERE Control
FRIEDMAN, CARLICHAIRMANE Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, CARLICHAIRMAN/CHIEF COMPLIANCE OFFICERD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control
FRIEDMAN, JAMES, ANDREWIPRESIDENTD Control

Registrations

Federal

IA
Mar 12, 2020 REGISTERED

Notice Filings (2)

CT NY

Address

1911 SUMMER ST
STAMFORD, CT 06905
United States
Phone: 203-357-1046