PORTFOLIO CASHFLOW MANAGEMENT, LLC
CRD #146913 SEC #801-70914 LEWISVILLE, TX 888-622-0292
SEC Registered
Total AUM
$27.4M
Discretionary
$27.4M
Employees
5
Clients
--
Accounts
134
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2011
- 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 |
|---|---|---|---|---|
| SORMBERGER, MARK, L. | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SORMBERGER, MARK, L. | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SORMBERGER, MARK, L. | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HOOPER, JOSEPH, RALPH | I | HOLDER OF WARRANT TO PURCHASE 1/3 OF THE EQUITY OF THE ADVISOR | C | |
| HOOPER, JOSEPH, RALPH | I | HOLDER OF WARRANT TO PURCHASE 1/3 OF THE EQUITY OF THE ADVISOR | C | |
| ZALEWSKI HOLDINGS, LLC | DE | HOLDER OF WARRANT TO PURCHASE 1/3 OF THE EQUITY OF THE ADVISOR | C | |
| ZALEWSKI HOLDINGS, LLC | DE | HOLDER OF WARRANT TO PURCHASE 1/3 OF THE EQUITY OF THE ADVISOR | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ZALEWSKI, DEANNA, N | I | ZALEWSKI HOLDINGS, LLC | F | Control |
| ZALEWSKI, DEANNA, N | I | ZALEWSKI HOLDINGS, LLC | F | Control |
| ZALEWSKI, RICHARD, I | I | ZALEWSKI HOLDINGS, LLC | F | Control |
| ZALEWSKI, RICHARD, I | I | ZALEWSKI HOLDINGS, LLC | F | Control |
| ZALEWSKI, AARON, R | I | ZALEWSKI HOLDINGS, LLC | E | Control |
| ZALEWSKI, AARON, R | I | ZALEWSKI HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Mar 31, 2011 REGISTERED
Notice Filings (8)
CA GA IL MA NE NH NY TX
Address
401 E. CORPORATE DR, SUITE 100LEWISVILLE, TX 75057
United States
Phone: 888-622-0292