P & M Corporate Finance, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
37
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
129624
Registered since
May 13, 2004
Website
pmcf.com

Firm profile

FINTRX

Overview

P & M Corporate Finance, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. Ownership is listed as individual. The snapshot flags indicate the firm is not a capital allocator and is not identified as an active ESG investor, pension consultant, related adviser, or newly formed adviser. Fields for client base, fee structure, business activities and advisory activities are blank in the source data, and the firm has not provided details about its affiliations or specific services. The combination of an investment-bank classification and the "Capital Allocator: No" designation suggests the firm's activities are likely advisory or transaction-focused rather than acting as a discretionary money manager allocating external capital. Publicly available information in the snapshot is limited, so the firm's client focus and service mix cannot be fully characterized from these records alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 37
  • John Lesser

    John Lesser

    Group Managing PartnerCRD 4454195

  • Peter Konyndyk

    Peter Konyndyk

    Vice PresidentCRD 6605001

  • Caroline Wisniewski

    Caroline Wisniewski

    FinOpCRD 1463513

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
10 S Riverside Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth