GVR Investment Management, Inc.
Firm details
- Headquarters
- Two Rivers, Wisconsin
- CRD number
- 106365
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.49%
- Individuals41.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GVR Investment Management, Inc. is an independent, privately owned registered investment adviser operating as a corporation that focuses on fee-based portfolio management for individual and family clients, including small businesses. The firm charges a percentage-of-assets fee schedule and reports discretionary management across its client relationships. Its advisory activity is concentrated on direct portfolio management rather than pension consulting, multi-state institutional work, or serving as a capital allocator. GVR does not identify itself as an active ESG investor in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1George Reis
PresidentCRD 4342689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Two Rivers, WI
Manitowoc
Location
Two Rivers, WI
Headquartered in Two Rivers, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- Manitowoc
- Address
- 1523 Washington St
- Time zone
- CT (UTC-6)
- Office locations
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