PM WEALTH ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 335598).
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Glenn Lawrence Friedman | CHIEF EXECUTIVE OFFICER | Woodbury, NY |
| Joseph Nm Rust | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ VICE PRESIDENT | — |
| Lori Ann Roth | PRESIDENT | — |
| City | State | Employees | Phone |
|---|---|---|---|
| EL SEGUNDO | CA | 1 | (310) 616-0213 |