P & M CORPORATE FINANCE, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
34
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 the data as an investment bank. The firm has been SEC-registered since 2004 and is owned by a domestic entity/individual. The available disclosures indicate it does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser. The firm has not provided public detail on its client types, fee schedules, specific business activities, or advisory programs. That limited disclosure makes it difficult to characterize its business model beyond the investment-bank classification and its regulatory standing.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 34
  • JOHN LESSER

    Group Managing PartnerCRD 4454195

  • Carter Wright

    Investment BankerCRD 7800303

  • Peter Konyndyk

    ManagerCRD 6605001

Unlock 31 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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