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Building 2PVG ASSET MANAGEMENT CORP

Map pinCENTENNIAL, CO
Phone303-526-0548
NotebookSEC #801-30581
Total AUM
$624.9M
Employees
9
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6898 S. UNIVERSITY BLVD.
SUITE 100
CENTENNIAL
CO 80122
United States
Operating Hours
8:00 A.M. TO 4:00 P.M. MST
Monday - Friday
Phone
303-526-0548
Other Offices
3

ReceiptFinancials

Total AUM
$624.9M
Accounts
746
Discretionary
$512.7M
Accounts
745
Non-Discretionary
$112.2M
Accounts
1

ContactClients

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Individual Clients
177
AUM
$55.5M
HNW Individual Clients
45
AUM
$128.8M
Pension/Profit Sharing Plan Clients
4
AUM
$2.9M
Charitable Organization Clients
2
AUM
$8.6M
Government Entity Clients
1
AUM
$514.2K
Investment Advisor Clients
6
AUM
$428M
Corporation or Business Clients
5
AUM
$569.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SRO Discipline/Expulsion/Suspension
State Registrations
AZCACOFLILINMDMIMNMOMTNCNVNYOKORPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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