Be advised. This firm is no longer registered.

Personal Financial Management Group

Personal Financial Management Group (CRD# 131457) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Personal Financial Management Group
Showing 1 - 1 of 1 top financial advisors.
James F. Buckley
CRD#: 34503
Marlboro, NJ

James Buckley (CRD# 34503) is an Investment Advisor Representative working at Personal Financial Management Group in Marlboro, NJ and has over 31 years of experience in the finance industry.

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