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. Ownership is recorded as a mix of a domestic entity and an individual. Public disclosures classify the adviser as unclassified and identify it as not operating as a capital allocator. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Available records provide limited detail on the firm’s client focus, fee model, or advisory product set.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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