JVP MANAGEMENT

712 5th Avenue
51st Floor
New York, New York 10019
Tel: 214-392-5737

About JVP MANAGEMENT

JVP MANAGEMENT, formally registered with the SEC as JVP MANAGEMENT. The firm was established in 06/02/2021. They have over 2 offices throughout the country.

JVP MANAGEMENT is a New York, New York based Financial Planning firm with nearly $2,790,088,308 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313398
SEC#	801-121656
Assets Managed by Firm	$2,790,088,308
No. of Clients	34
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (SEE SCHEDULE D MISCELLANEOUS COMMENTARY)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	34	$2,790,088,308
High net worth individuals	2	$41,817,937

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