American Veterans Group, Pbc
Firm details
- Headquarters
- Melville, New York
- CRD number
- 291933
- Registered since
- August 30, 2018
- Website
- www.americanvetsgroup.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Biles
CEO and Chief Compliance OfficerCRD 6509954
Contacts
3 of 24Philip Cortez
DirectorCRD 6910645

Jon Nixon
FounderCRD 4710715
Jeffrey Molinari
Institutional SalesCRD 726539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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