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Home > Retirement Planners > michigan > portage > PPS & V ASSET MANAGEMENT CONSULTANTS INC
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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