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 a corporate investment adviser that first registered with the SEC in 2018. Ownership is identified as a combination of a domestic entity and an individual. FINTRX categorizes the adviser as unclassified and lists several operational attributes as negative: it is not flagged as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, is not newly formed according to the dataset, and is not identified as a pension consultant or related adviser. The firm has not supplied further details about its advisory activities, investment preferences, or manager allocation focus.
Assets & Accounts
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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