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Building 2PPS & V ASSET MANAGEMENT CONSULTANTS INC

Map pinPORTAGE, MI
Phone269-321-4444
NotebookSEC #801-40057
Total AUM
$253.7M
Employees
4
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2750 OLD CENTRE AVE
SUITE 100
PORTAGE
MI 49024
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
269-321-4444

ReceiptFinancials

Total AUM
$253.7M
Accounts
584
Discretionary
$246M
Accounts
572
Non-Discretionary
$7.7M
Accounts
12

ContactClients

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Individual Clients
189
AUM
$59.9M
HNW Individual Clients
58
AUM
$180.5M
Pension/Profit Sharing Plan Clients
1
AUM
$8M
Corporation or Business Clients
1
AUM
$5.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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