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Home > Retirement Planners > texas > dallas > PMV CAPITAL ADVISERS, LLC
PMV CAPITAL ADVISERS, LLC
15660 Dallas Pkwy
Suite 1250
Dallas, Texas 75248-3335
Tel: 972-850-0146
About PMV CAPITAL ADVISERS, LLC
PMV CAPITAL ADVISERS, LLC, formally registered with the SEC as PMV CAPITAL ADVISERS, LLC. The firm was established in 11/04/2022. They have over 1 offices throughout the country.
PMV CAPITAL ADVISERS, LLC is a Dallas, Texas based Financial Planning firm with nearly $78,991,427 assets under management, offering retirement planning & investment advisory services to 110 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308010 |
| SEC# | 801-126826 |
| Assets Managed by Firm | $78,991,427 |
| No. of Clients | 110 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 110 | $78,991,427 |
| Individuals (other than high net worth individuals) | 35 | $4,104,909 |
| High net worth individuals | 13 | $14,751,520 |
| Other investment advisers | Fewer than 5 clients | $36,818,805 |
| Corporations or other businesses | Fewer than 5 clients | $25 |
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