CV Securities Analysis, LLC
RIAState Registered
Total AUM
$537K
Discretionary
$537K
100% of AUM
Avg account
$107K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 298460
- Website
- cv-analysis.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
CV Securities Analysis, LLC is an independent, owner-operated registered investment adviser serving individual and family clients. The firm charges fees as a percentage of assets under management and provides financial planning and discretionary portfolio management for individuals and small businesses. It is structured as a limited liability company and is not positioned as a capital allocator, pension consultant, multi-state adviser, or ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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