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, individually owned registered investment adviser; it has been registered with the SEC since 1987. The firm serves both individual and family clients as well as institutional clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and management of pooled investment vehicles. PVG does not identify as an active ESG investor and does not act as a capital allocator.
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
Joseph Pecoraro
Founder, CCO and Portfolio ManagerCRD 831015
Santiago Arbelaez
Investment Advisory RepresentativeCRD 5953809
Gregory Bowden
Portfolio ManagerCRD 6627579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$35M in ETFs
44%
$15.5M
54%
$19.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ) | JP Morgan | Active | Derivative Income | $17.1M | 279,791 | 48.92% |
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
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