Personal Business Management Group Ltd

Personal Business Management Group Ltd (CRD# 107838) is a financial advisory firm headquartered in Stamford, CT. They manage $120,073,006 in 130 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $923,639
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Personal Business Management Group Ltd
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.