Public Financial Management Inc (Philadelphia)

Name: Public Financial Management Inc
Address: Two Logan Square, Suite 1500, Philadelphia, PA, 19103 2770
Telephone: 215-567-6100

Public Financial Management Inc is a large advisory firm based in Philadelphia. It has been registered with the SEC as an adviser since 2001.

Public Financial Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Public Financial Management Inc for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Public Financial Management Inc

F John White has been acting as President since 1 Dec 1979. Steve Boyle joined the executive team most recently as the Cfo/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
F John White	President/director	1 Dec 1979	Other	1564501
Martin Paul Margolis	Vice pres/treasurer/director	1 Jan 1987	Other	1739243
William Grant Newman	Managing director	1 May 1992	Other	1012136
Martin Paul Margolis	Vice pres/director	1 Oct 1995	Other	1739243
Barbara C. Bisgaier	Secretary/director	1 Oct 1995	Other	4347083
Glen Williard	Director	1 Oct 1995	Other	1736091
Barbara C. Bisgaier	Secretary/director	1 Dec 1995	Other	4347083
Glen Williard	Director	1 Dec 1995	Other	1736091
Napoleon Nelson	Director	1 Dec 1995	Other	2190742
Stephanie Josette Gibson	Director	1 Dec 1995	Other	1868698
Keith Curry	Director	1 Dec 1995	Other	1820230
Peter Miller	Director	1 Jun 1998	Other	5452787

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Steve Boyle	Cfo/director	1 Jan 2001	Other	4434955

Based in Philadelphia

The principal office where Public Financial Management Inc performs its advisory services is located at Two Logan Square, Suite 1500, Philadelphia, PA 19103 2770, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-567-6100 or by fax 215-567-4180. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.pfm.com.