PRIVATE CLIENT RESOURCES LLC

Profile

Company Names

PRIVATE CLIENT RESOURCES LLC

Addresses

187 DANBUARY ROAD, SUITE 202, WILTON, CT 06897

187 DANBURY ROAD, WILTON, CT 06897

Phone Numbers

203-762-9006
203 762 9006

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

> 5 years ago

State Incorporated:

DELAWARE

Total Amount Raised:

$11,507,536.00

Number of Funding Rounds:

3
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
3
2018-03-23 
$2,000,000.00 
$2,000,000.00 
$0.00 
Debt 
2
2012-07-24 
$4,007,536.00 
$5,000,000.00 
$992,464.00 
Equity 
1
2010-04-25 
$5,500,000.00 
$5,500,000.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
ELWOOD 
 
DAVIS 
DIRECTOR
JOSEPH 
DIONNE 
EXECUTIVE OFFICER, DIRECTOR
JOSH 
FIDLER 
DIRECTOR
ROBERT 
 
FIORE 
EXECUTIVE OFFICER
ROBERT 
FIORE 
EXECUTIVE OFFICER, DIRECTOR
ANDREW 
JOHNS 
DIRECTOR
FIDLER 
E. 
JOSH 
DIRECTOR
MILLER 
J. 
ROBERT 
EXECUTIVE OFFICER
ROY 
SMITH 
DIRECTOR
CHRISTOPHER 
SNYDER 
EXECUTIVE OFFICER
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$5,000,001 - $25,000,000 
Debt 
2018-03-23 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$5,000,001 - $25,000,000 
Equity 
2012-07-24 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$5,000,001 - $25,000,000 
Equity 
2010-04-25 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#