PVG Asset Management Corp
Firm details
- Headquarters
- Centennial, Colorado
- CRD number
- 105541
- Registered since
- October 23, 1987
- Website
- www.pvgassetmanagement.com
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers68.49%
- HNWI20.62%
- Individuals8.88%
- Charitable Organizations1.37%
- Pension & Profit Sharing Plans0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
PVG Asset Management Corp is an independent, SEC-registered RIA that serves individual, family and institutional clients. The firm offers fee-based advisory services charged as a percentage of assets under management and focuses on financial planning and discretionary portfolio management for individuals, small businesses and pooled investment vehicles. PVG reports a strong equity preference, managing both separately managed accounts and pooled vehicles, and does not identify itself as an active ESG investor.
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
- Non-Exchange Traded Equities42%
- Cash & Cash Equivalents25%
- Exchange Traded Equities19%
- Public Funds/Mutual Funds6%
- Other5%
Owners & executives
1 of 1
Patrick Adams
Chief Executive OfficerCRD 2438502
Contacts
3 of 8
Eric Tesler
Senior VP of SalesCRD 2613105
Todd Hendrex
National Sales ManagerCRD 1605963
Joseph Pecoraro
Founder, CCO and Portfolio ManagerCRD 831015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$42.5M in ETFs
49%
$20.8M
50%
$21.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ) | JP Morgan | Active | Derivative Income | $17.2M | 280,457 | 40.35% |
Location
Centennial, CO
Arapahoe
Location
Centennial, CO
Headquartered in Centennial, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 6898 S University Blvd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Peak Planning Group, LLC
RIACentennial, CO
Fi401k Advisors
RIACentennial, CO
Schaefer Financial Management, Inc.
RIACentennial, CO
JHP Wealth Management, LLC
RIACentennial, CO
FFG Retirement Counseling
RIACentennial, CO
UX Wealth Partners LLC
RIACentennial, CO