P & M CORPORATE FINANCE, LLC X-17A-5 (2024-03-13) — Broker-dealer annual report

Full text of P & M CORPORATE FINANCE, LLC's X-17A-5 filed 2024-03-13 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ **Report of Independent Registered Public Accounting Firm and Statement of Financial Condition for** # P & M CORPORATE FINANCE, LLC **December 31, 2023** {1}------------------------------------------------ | | | (No. and Street) | | | |-----------------------------------------------------------------------------------------------------------|--------------|------------------------------------------------------------|-----------------------------|--------------------------------------------| | Chicago | | 11 | | 60606 | | (City) | | (State) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Daniel J. Trotta | 248-603-5374 | | Dan. Trotta@plantemoran.com | | | (Name) | | (Area Code - Telephone Number) | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | Cohen & Company, Ltd. | | (Name - if individual, state last, first, and middle name) | | | | 1835 Market St., Suite 310 Philadelphia | | | PA | 19103 | | (Address) | | (City) | (State) | (Zip Code) | | 12/17/2003 | | | 925 | | | (Date of Registration with PCAOB)(if applicable) | | | | (PCAOB Registration Number, if applicable) | | | | FOR OFFICIAL USE ONLY | | | | Claims for avamation from the requirement that the annual regorts of an intenendent an intenendent minhir | | | | | {2}------------------------------------------------ ![](_page_2_Picture_5.jpeg) - - - - - - - - - - - - - - - - - - - - - - - - - - - {3}------------------------------------------------ # Contents | Report of Independent Registered Public Accounting Firm | 1 | |---------------------------------------------------------|------| | Statement of Financial Condition<br>December 31, 2023 | 2 | | Notes to the Financial Statement | 3-10 | {4}------------------------------------------------ #### **REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM** To the Board of Directors and Members of P&M Corporate Finance, LLC #### **Opinion on the Financial Statement** We have audited the accompanying statement of financial condition of P&M Corporate Finance, LLC (the "Company") as of December 31, 2023, and the related notes (collectively referred to as the "financial statement"). In our opinion, the financial statement presents fairly, in all material respects, the financial position of the Company as of December 31, 2023, in conformity with accounting principles generally accepted in the United States of America. #### **Basis for Opinion** This financial statement is the…

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