Overview
Assets Under Management: $120 million
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 44
Average Client Assets: $2.4 million
Frequently Asked Questions
PERSONAL BUSINESS MANAGEMENT GROUP LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107838), PERSONAL BUSINESS MANAGEMENT GROUP LTD is subject to fiduciary duty under federal law.
PERSONAL BUSINESS MANAGEMENT GROUP LTD is headquartered in STAMFORD, CT.
PERSONAL BUSINESS MANAGEMENT GROUP LTD serves 44 high-net-worth clients according to their SEC filing dated February 05, 2018. View client details ↓
According to their SEC Form ADV, PERSONAL BUSINESS MANAGEMENT GROUP LTD offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
PERSONAL BUSINESS MANAGEMENT GROUP LTD manages $120 million in client assets according to their SEC filing dated February 05, 2018.
According to their SEC Form ADV, PERSONAL BUSINESS MANAGEMENT GROUP LTD serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.14%
Average Client Assets: $2.4 million
Total Client Accounts: 130
Discretionary Accounts: 130
Regulatory Filings
CRD Number: 107838
Filing ID: 1164241
Last Filing Date: 2018-02-05 11:48:00