AMERICAN VETERANS GROUP, PBC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
26
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 and appears on SEC records beginning in 2018. FINTRX classifies the firm as unclassified and notes ownership by a domestic entity alongside an individual owner. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. It also reports that it is not newly formed and does not act as a pension consultant or related adviser. The firm has not disclosed specific descriptions of its advisory activities, fee structure, or target client segments in the source data.

Assets & Accounts

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

    CEO and Chief Compliance OfficerCRD 6509954

Contacts

3 of 25
  • THOMAS GUINAN

    Operational SpecialistCRD 4251219

  • STEVEN ELIAS

    Senior Vice PresidentCRD 813454

  • MICHAEL EGAN

    Director of OperationsCRD 2846082

Unlock 22 more contacts

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