MVM Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 152960
- Website
- mvmadvisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans53.78%
- HNWI33.8%
- Individuals6.21%
- Corporations / Businesses6.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
MVM Advisors, LLC operates as an independent registered investment advisor (RIA) focused on providing a range of financial services to both individual and institutional clients. The firm specializes in financial planning, portfolio management for individuals and small businesses, as well as pension consulting services. MVM Advisors is not classified as a capital allocator and does not actively engage in ESG investing. The firm has established a reputation for delivering tailored financial solutions, which include educational seminars and workshops aimed at enhancing clients' financial literacy.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities25%
Contacts
1 of 1
Joseph Motley
Managing DirectorCRD 4514901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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