RIA Intel›Advisers›Michigan›PPS & V ASSET MANAGEMENT CONSULTANTS INC

PPS & V ASSET MANAGEMENT CONSULTANTS INC

Advisory

N·PORTAGE, MI

Data as of Dec 16, 2024 · Source: SEC Form ADV

Total AUM
$254M
1-Year AUM Growth
+20.6%
3-Year CAGR
+7.4%
Employees
3
Assets Under Management
Total AUM$254M
Discretionary AUM$246M
Non-Discretionary AUM$8M
Discretionary %97%
Total Clients247
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record28
First FilingFeb 1, 2002
Latest FilingDec 16, 2024
🔒 Full AUM trend chart and 28 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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