PPS & V ASSET MANAGEMENT CONSULTANTS INC

2750 Old Centre Ave
Suite 100
Portage, Michigan 49024
Tel: 269-321-4444

About PPS & V ASSET MANAGEMENT CONSULTANTS INC

PPS & V ASSET MANAGEMENT CONSULTANTS INC, formally registered with the SEC as PPS & V ASSET MANAGEMENT CONSULTANTS INC. The firm was established in 10/28/1991. They have over 1 offices throughout the country.

PPS & V ASSET MANAGEMENT CONSULTANTS INC is a Portage, Michigan based Financial Planning firm with nearly $228,030,487 assets under management, offering retirement planning & investment advisory services to 567 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110491
SEC#	801-40057
Assets Managed by Firm	$228,030,487
No. of Clients	567
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	567	$228,030,487
Individuals (other than high net worth individuals)	204	$60,395,569
High net worth individuals	55	$155,872,651
Pension and profit sharing plans	Fewer than 5 clients	$6,686,878
Charitable organizations	Fewer than 5 clients	$292,459
Corporations or other businesses	Fewer than 5 clients	$4,782,930

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