Paul
Macnamara
Pvg Asset Management Corp
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About this Advisor
Paul Macnamara is a financial advisor who works out of Carlisle, Pennsylvania with a total of 7 years of industry experience. Macnamara currently works for Pvg Asset Management Corp. During their career, the advisor has held roles at Strategic Investment Partners, Pvg Asset Management Corporation and Redwood Financial Planning, LLC. Macnamara holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in Florida, North Carolina, Pennsylvania and Texas. Pvg Asset Management Corp is a business that has its headquarters in Littleton, CO. The firm has offices in four locations and a total of eight employees. It manages $351 million in assets across its 1,108 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 1,108 accounts, just 11% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial advisory fees largely are based on which services the firm provides the client. However, fee types charged by Pvg Asset Management Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pvg Asset Management Corp Brokerage Details
$350,672,000
8
1,108
$316,491
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Paul Macnamara Work History
Paul has been registered as a financial advisor for 7 years.*
Redwood Financial Planning, LLC
Pvg Asset Management Corporation
Strategic Investment Partners
*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 Paul Macnamara 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
Littleton, CO
Pinellas Park, FL
Littleton, CO
Jupiter, FL
Carlisle, PA
Golden, CO
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