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 is registered with the SEC as an investment adviser since 2018. Filings identify the owner type as a mix of a domestic entity and an individual and classify the firm as "Unclassified" rather than under a specific advisory category. The firm's reported regulatory metadata flags several negative or null designations: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant and not a related adviser. Taken together, the available disclosures suggest a limited public footprint and minimal detail about the firm's advisory offerings or target client segments.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 25
  • Philip Cortez

    Philip Cortez

    DirectorCRD 6910645

  • Jon Nixon

    Jon Nixon

    FounderCRD 4710715

  • Jeffrey Molinari

    Institutional SalesCRD 726539

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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