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P••••• M•••• F•••••••• A•••••••, LLC, CRD 112158
SOUTHFIELD, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| H••• J••••• K•••••••• | Certified Financial Planner | Grand Rapids, MI | 18 | 27 | n/a | no |
| J••• J•••• L••••• | Certified Financial Planner|Chartered Financial Analyst | SOUTHFIELD, MI | 18 | 30 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C•••••••• M•••• D••••• | Director | Na | yes | 07/2024 | Jul 29, 2026 | Jul 29, 2026 |
| D••••• D••••• T•••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 04/2019 | Jul 29, 2026 | Jul 29, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| P••••• M•••• R••• E••••• I••••••••• A•••••••• L•• | n/a | Asset manager | $243M | N | yes | n/a |
| P• • M• C•••••••• F••••••• L•• | n/a | n/a | n/a | N | yes |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chicago | IL | United States | 15 | no |
| AUBURN HILLS | Mi | United States | 13 | no |
| ANN ARBOR | Mi | United States | 12 | no |
| EAST LANSING | Mi | United States | 11 | no |
| Detroit | Mi | United States |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 5 | -5 | 3.8% | 0 | 1 | 0 | 1 | 21 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $25B | $22B | 15.3% | $16B | 15.4% | 148 | 146 | 13 | 12 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••••• | 10 | Sep 2, 2020 | Apr 19, 2024 | SOUTHFIELD, MI | Team lift out | Other | 11.2% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| L••••••• W••••• M••••••••• L•• | 2 | Dec 31, 2017 | Jan 3, 2017 | GLEN ELLYN, IL | Team lift out | Other | 100.0% |
| no |
| J•••• M••••••• E••••• | Certified Financial Planner | AUBURN HILLS, MI | 17 | 27 | n/a | no |
| K•••••• M••• E•••••• | Certified Financial Planner | Schaumburg, IL | 17 | 18 | n/a | no |
| M•••••• J•••• L•••• | Certified Financial Planner | SOUTHFIELD, MI | 17 | 33 | n/a | no |
| D•••• M•••••• S•••• | Certified Financial Planner|Chartered Financial Analyst | Greenville, SC | 16 | 19 | n/a | no |
| S•••• D••••• C••••• | Certified Financial Planner | GRAND RAPIDS, MI | 16 | 38 | n/a | no |
| R•••••• C••••••••• C••••• | Certified Financial Planner|Chartered Financial Analyst | Wakefield, MA | 16 | 22 | n/a | no |
| J•••• M•••••• B•••• | Certified Financial Planner | PORTAGE, MI | 16 | 32 | n/a | no |
| K•••• O•••••• B••••• | Certified Financial Planner|Chartered Financial Analyst | SOUTHFIELD, MI | ANN ARBOR, MI | 16 | 22 | n/a | no |
| M••• C• D•••• | Certified Financial Planner | SOUTHFIELD, MI | 16 | 37 | n/a | no |
| M••• D••••• C••••••• | Certified Financial Planner | AUBURN HILLS, MI | 16 | 28 | n/a | no |
| J••• M•••••• J•••••• | Certified Financial Planner | CHICAGO, IL | 16 | 25 | n/a | no |
| T••• L••••• M•••••• | Certified Financial Planner | Flint, MI | 16 | 24 | n/a | no |
| J••••••••• A••••• V••••• | Certified Financial Planner | Detroit, MI | 16 | 20 | n/a | no |
| A•••• L•••• T•••••••• | Certified Financial Planner | Vestavia Hills, AL | 16 | 20 | 1 | no |
| D•••••• A•••• C•••••• | Certified Financial Planner | AUBURN HILLS, MI | 16 | 17 | n/a | no |
| C••••••••• S•••• D••••••• | Certified Financial Planner | Ann Arbor, MI | 16 | 17 | n/a | no |
| W•••••• C••••••••• B••• | Certified Financial Planner | AUBURN HILLS, MI | 16 | 19 | n/a | no |
| A•• C••••••• B••••••••• | Certified Financial Planner | Grand Rapids, MI | 16 | 18 | n/a | no |
| M•••••• N••••• F••••• | Certified Financial Planner | Ann Arbor, MI | 15 | 16 | n/a | no |
| E••• J••••• B••••• | Certified Financial Planner | EAST LANSING, MI | 15 | 15 | n/a | no |
| J•••• A••••• H•••••••• | Certified Financial Planner | Grandview Heights, OH | 13 | 14 | n/a | no |
| R••• L•• F••••••• | Certified Financial Planner|Chartered Financial Analyst | AUBURN HILLS, MI | 13 | 16 | n/a | no |
| K•••• L••• S••••• | n/a | Chicago, IL | SOUTHFIELD, MI | 12 | 26 | 1 | yes |
| CHAIRMAN OF THE EXECUTIVE BOARD |
| Na |
| yes |
| 07/2024 |
| Jul 29, 2026 |
| Jul 29, 2026 |
| E•••••• J••••• M••••••• | Director | Na | yes | 07/2025 | Jul 29, 2026 | Jul 29, 2026 |
| L•••••• J•••• J•••• | PRESIDENT OFFICER | Na | yes | 07/2011 | Jul 29, 2026 | Jul 29, 2026 |
| P•• H•••••• G••••• L•• | Member | E | yes | 07/2008 | Jul 29, 2026 | Jul 29, 2026 |
| W••••••••• B••••• D••••• | Director | Na | yes | 07/2025 | Jul 29, 2026 | Jul 29, 2026 |
| B••••• J••••• M•••••• | CHIEF INVESTMENT OFFICER | Na | yes | 02/2013 | Mar 11, 2013 | Sep 26, 2024 |
| P•••••• R•••••• M••••• | Director | Na | yes | 07/2008 | Mar 29, 2012 | Sep 26, 2024 |
| V•••••• B••••••• W•••••• | Director | Na | yes | 07/2017 | Jul 11, 2017 | Sep 26, 2024 |
| P••••• • M••••• P••• | n/a | n/a | n/a | N | yes | n/a |
| P••••• M•••• I•••••••• A••••• S•••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| P••••• M•••• T•••• | n/a | n/a | n/a | N | yes | Mi |
| no |
| GRAND RAPIDS | Mi | United States | 10 | no |
| Portage | Mi | United States | 10 | no |
| Denver | Co | United States | 9 | no |
| Columbus | Oh | United States | 7 | no |
| CLINTON TWP. | Mi | United States | 3 | no |
| Schaumburg | IL | United States | 1 | no |
| Flint | Mi | United States | 1 | no |
| Apr 13, 2026 |
| $25B |
| $10B |
| 148 |
| 146 |
| 12 |
| n/a |
| n/a |
| 2024 | Mar 28, 2025 | $22B | $9.3B | 146 | 144 | 12 | n/a | n/a |
| 2023 | Sep 27, 2023 | $19B | $8.3B | 130 | 128 | 12 | n/a | n/a |
| 2022 | Sep 27, 2022 | $16B | $7.6B | 133 | 131 | 12 | n/a | n/a |
| 2021 | Sep 20, 2021 | $18B | $9.9B | 129 | 127 | 12 | n/a | n/a |
| 2020 | Sep 29, 2020 | $18B | $8.4B | 133 | 131 | 12 | n/a | n/a |
| 2019 | Sep 26, 2019 | $16B | $8.9B | 142 | 138 | 20 | n/a | n/a |
| 2018 | Sep 27, 2018 | $15B | $8.2B | 141 | 139 | 16 | n/a | n/a |
| 2017 | Sep 25, 2017 | $13B | $7.2B | 143 | 141 | n/a | n/a | n/a |
| 2016 | Sep 26, 2016 | $12B | $6.1B | 127 | 126 | n/a | n/a | n/a |
| 2015 | Sep 1, 2015 | $11B | $5.9B | 115 | 113 | n/a | n/a | n/a |
| 2014 | Sep 2, 2014 | $11B | $5.7B | 99 | 97 | n/a | n/a | n/a |
| 2013 | Sep 23, 2013 | $8.7B | $4.7B | 90 | 88 | n/a | n/a | n/a |
| 2012 | Sep 20, 2012 | $7.3B | $4.0B | n/a | n/a | n/a | n/a | n/a |