American Veterans Group, Pbc

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
25
Avg account
$0

Firm details

Headquarters
Melville, New York
CRD number
291933
Registered since
August 30, 2018

Firm profile

FINTRX

Overview

American Veterans Group, Pbc is organized as a corporation with ownership attributed to both a domestic entity and an individual. The firm's public profile is sparse: it is listed as "Unclassified" and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not provide information about its business activities, advisory services, client types, fee structure, or investment preferences, so there is no disclosed detail on how it sources or allocates capital.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • William Biles

    William Biles

    CEO and Chief Compliance OfficerCRD 6509954

Contacts

3 of 24
  • Philip Cortez

    Philip Cortez

    DirectorCRD 6910645

  • Jon Nixon

    Jon Nixon

    FounderCRD 4710715

  • Jeffrey Molinari

    Institutional SalesCRD 726539

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Melville, NY

Suffolk

Location

Melville, NY

Headquartered in Melville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
324 S Service Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth