PRIVATE WEALTH MANAGEMENT, INC.
CRD #124312 SEC #801-61725 SOUTHFIELD, MI 248-569-0078
SEC Registered
Total AUM
$3.4M
Discretionary
$3.4M
Employees
5
Clients
25
Accounts
72
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2003
- 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 |
|---|---|---|---|---|
| SHANKU, MICHAEL, JOHN | I | PRESIDENT & COMPLIANCE OFFICER | NA | Control |
| LEIBOVITZ, ANDREW | I | CEO & FOUNDER | E | Control |
| LEIBOVITZ, ANDREW | I | CEO & FOUNDER | E | Control |
| LEIBOVITZ, ANDREW | I | CEO & FOUNDER | E | Control |
Registrations
Federal
IA
Dec 5, 2003 REGISTERED
Address
29556 SOUTHFIELD ROADSUITE 200
SOUTHFIELD, MI 48076
USA
Phone: 248-569-0078