Pps & V Asset Management Consultants Inc
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Overview
Pps & V Asset Management Consultants Inc is a financial advisory company based in Portage, Michigan. Pps & V Asset Management Consultants Inc controls $158.4 million in assets across 625 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 3 financial advisors. Pps & V Asset Management Consultants Inc does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as equities, options and bonds.
Pps & V Asset Management Consultants Inc administers most of the firm's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions for the client's account without requiring client authorization. It also manages 13 non-discretionary accounts with a total of $3.7 million in assets. The firm's typical account size is $253,365. The typical financial advisor at Pps & V Asset Management Consultants Inc manages around 208 client accounts.
The firm's headquarters is located at 2750 Old Centre Ave, Portage, Michigan 49024. Pps & V Asset Management Consultants Inc is legally permitted to provide services to clients throughout a number of states, including Florida, Michigan and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pps & V Asset Management Consultants Inc by the Numbers
$158.4 million
4
625
$253.4 thousand
Fee Structure
Fees charged by financial advisors vary depending on which service is provided. Fees billed by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with retail investors and high net worth investors. Out of its 625 clients, Pps & V Asset Management Consultants Inc's largest client by number of accounts is retail investors, but it also caters to 38 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 14.02%
- Other Individuals - 85.98%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Pps & V Asset Management Consultants Inc does not have any disclosures.
Please visit its Form ADV for more details.
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