Timothy
Mcintosh

Pvg Asset Management Corp

CRD#2726005
Investment Advisor
in Pinellas Park, FL

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About this Advisor

Timothy Mcintosh is a financial advisor based in Pinellas Park, Florida with a total of 7 years of relevant experience. Mcintosh is an advisor for Pvg Asset Management Corp. Their career trajectory has included roles at Pvg Asset Management Corp, Sipco and Visionary Horizons, LLC. Mcintosh holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Florida, North Carolina, Pennsylvania and Texas. Pvg Asset Management Corp is an advisory company based in Littleton, CO. It has offices in four locations and a total of eight employees. It administers $351 million in assets between its 1,108 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 1,108 client accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in assets. The company offers a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial advice usually depend on which services the firm provides the client. Fees charged by Pvg Asset Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Office Location

10300 49Th Street North
Pinellas Park, FL 33782

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Pvg Asset Management Corp Brokerage Details

Total Assets Under Management

$350,672,000

FL Average: $2,349,664,866
Total Number of Employees

8

FL Average: 28
Total Number of Accounts

1,108

FL Average: 1,101
Average Account Size

$316,491

FL Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Timothy Mcintosh Work History

Timothy has been registered as a financial advisor for 7 years.*

2023 - Present (1 year)

Visionary Horizons, LLC

2016 - 2023 (7 years)

Pvg Asset Management Corp

2009 - 2016 (7 years)

Sipco

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Mcintosh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pvg Asset Management Corp

Brett Frascati
Littleton, CO
Timothy Mcintosh
Pinellas Park, FL
Bruce Amman
Littleton, CO
Christopher Kelly
Jupiter, FL
Paul Macnamara
Carlisle, PA
Joseph Pecoraro
Golden, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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