| Entity Name: | PERSONAL BUSINESS MANAGEMENT GROUP, LTD. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 03 Apr 1981 (Companies founded in April 1981) |
| Business ALEI: | 0116428 |
| Annual report due: | 03 Apr 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 77 Fox Glen Drive, STAMFORD, CT, 06903, United States |
| Mailing address: | 77 Fox Glen Drive, STAMFORD, CT, United States, 06903 |
| ZIP code: | 06903 (Companies in Fairfield, 06903) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 6500 |
| E-Mail: | JIMF@PBMGLTD.COM |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | PERSONAL BUSINESS MANAGEMENT GROUP, LTD. | 695915 | NEW YORK |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PERSONAL BUSINESS MANAGEMENT GROUP, LTD. PROFIT SHARING PLAN | 2021 | 061040368 | 2022-10-11 | PERSONAL BUSINESS MANAGEMENT GROUP, LTD. | 3 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2022-10-11 |
| Name of individual signing | JAMES FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JIM FRIEDMAN | Officer | 77 Fox Glen Drive, STAMFORD, CT, 06903, United States | +1 203-564-6612 | jimf@pbmgltd.com | CONNECTICUT, 77 FOX GLEN DR, STAMFORD, CT, 06903, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JIM FRIEDMAN | Agent | 77 Fox Glen Drive, STAMFORD, CT, 06903, United States | 77 FOX GLEN DR, STAMFORD, CT, 06903, United States | +1 203-564-6612 | jimf@pbmgltd.com | CONNECTICUT, 77 FOX GLEN DR, STAMFORD, CT, 06903, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012281774 | 2024-03-04 | No data | Annual Report | Annual Report | No data |
| BF-0011384145 | 2023-03-06 | No data | Annual Report | Annual Report | No data |
| BF-0010195676 | 2022-03-04 | No data | Annual Report | Annual Report | 2022 |
| BF-0009804050 | 2021-07-02 | No data | Annual Report | Annual Report | No data |
| 0007234447 | 2021-03-16 | No data | Annual Report | Annual Report | 2020 |
| 0006431892 | 2019-03-07 | No data | Annual Report | Annual Report | 2019 |
| 0006140301 | 2018-03-27 | No data | Annual Report | Annual Report | 2018 |
| 0005807356 | 2017-04-03 | No data | Annual Report | Annual Report | 2017 |
| 0005807332 | 2017-04-03 | No data | Annual Report | Annual Report | 2016 |
| 0005533305 | 2016-04-11 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
