NPV ADVISORY SERVICES, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
CARTERSVILLE, Georgia
CRD number
172497
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Npv Advisory Services, LLC operates as a limited liability company focused on providing a range of financial advisory services. The firm primarily caters to institutional clients, offering services that include financial planning, pension consulting, and the selection of other advisers. Npv Advisory Services also engages in educational seminars and workshops, aiming to enhance the financial literacy of its clientele. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • KENNETH MULLINAX

    PrincipalCRD 1441002

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CARTERSVILLE, GA

BARTOW

Location

CARTERSVILLE, GA

Headquartered in CARTERSVILLE, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
BARTOW
Address
1202 N Tennessee St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth