P & M Corporate Finance, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
—
Advisory reps
35
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 categorized as an investment bank. The firm has been SEC-registered since 2004 and is owned as a domestic entity with individual ownership. Reported firm attributes indicate it does not operate as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, and it does not report pension consulting or related-adviser status. The public record does not provide granular descriptions of its fee schedule, client mix, or detailed business and advisory activities. The combination of its investment-bank classification and the absence of reported asset-management activity suggests the firm focuses on corporate finance and transactional advisory work rather than running discretionary investment portfolios.

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 35
  • 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