BRYAN M. PLACE
Legal name: PLACE FINANCIAL ADVISORS
CRD #144527 SEC #801-70132 MANLIUS, NY 315-682-0348
SEC Registered
Total AUM
$45.2M
Discretionary
$44M
Employees
5
Clients
0
Accounts
265
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 20, 2009
- 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 |
|---|---|---|---|---|
| PLACE, BRYAN, MCNEILL | I | SOLE PROPRIETOR & CHIEF COMPLIANCE OFFICER | E | Control |
| PLACE, BRYAN, MCNEILL | I | SOLE PROPRIETOR & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 20, 2009 REGISTERED
Notice Filings (1)
NY
Address
104 SMITH STREETMANLIUS, NY 13104
United States
Phone: 315-682-0348