PPS & V Asset Management Consultants Inc
Firm details
- Headquarters
- Portage, Michigan
- CRD number
- 110491
- Registered since
- October 28, 1991
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.15%
- Individuals23.62%
- Pension & Profit Sharing Plans3.16%
- Corporations / Businesses2.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
PPS & V Asset Management Consultants Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 1991. The firm operates as a corporation and serves predominantly individual and family clients through a fee model based on a percentage of assets under management. Its core advisory activity is portfolio management for individuals and small businesses. The firm reports that it is not a multi-state adviser, is not organized as a capital allocator, and does not describe itself as an active ESG investor or pension consultant.
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 Equities75%
- US Government Bonds13%
- Cash & Cash Equivalents6%
- Other6%
Owners & executives
1 of 1
Ryan Vliek
Chief Compliance OfficerCRD 4475459
Contacts
2 of 2Kayla Frantz
Operations ManagerCRD 6497195
Robert Vliek
PartnerCRD 1077704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$170M in ETFs
92%
$156M
0%
$13.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $50M | 66,711 | 29.39% |
Location
Portage, MI
Kalamazoo
Location
Portage, MI
Headquartered in Portage, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Kalamazoo
- Address
- 2750 Old Centre Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Haverdink Financial Management, LLC
RIAPortage, MI
626 Financial, LLC
RIAPortage, MI
Infinity Advisory Group
RIAPortage, MI
John A. Wolfe & Associates, Inc.
RIAPortage, MI
Docsa Capital Management, Inc.
RIAPortage, MI
Bright Financial Advisors, Inc.
RIAPortage, MI