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 and has been SEC-registered since 2018. The ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory classification is recorded as unclassified. Available disclosures indicate it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The source provides no detail on its client types, fee schedule, or specific advisory services.
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 25Thomas Guinan
Operational SpecialistCRD 4251219

Steven Elias
Senior Vice PresidentCRD 813454
Michael Egan
Director of OperationsCRD 2846082
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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