American Veterans Group, Pbc

Broker-DealerFINRA MemberEst. 2018
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 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

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