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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BGV Financial Advisors USA LLC
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|---|---|
| CRD # | 324511 |
| SEC # | 801-128743 |
| CIK # | |
| AUM | $119.1 M (2025-02-27) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 305-615-2070 |
| Address | 201 S Biscayne Blvd Miami, FL 33131 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.3 |
| (c) Banking or thrift institutions | 0 | 113.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 8 | 5.4 |
| Total | 12 | 119.1 |
| By Discretionary | ||
| Discretionary | 12 | 119.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 119.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 119.1 | |
| United States Persons | 0.0 | |
| Total | 12 | 119.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LD Lowe Wealth Advisory Inc
✚
|
TX | 0.1 |
|
FREC Advisers LLC
✚
|
CA | 0.1 |
|
Sklar Capital Advisors LLC
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|
NM | 0.1 |
|
HDA Wealth Management LLC
✚
|
OH | 0.1 |
|
LaSalle Investment Advisors Inc
✚
|
WI | 0.1 |
|
MWM Wealth Advisory LLC
✚
|
MN | 0.1 |
|
Wise Wealth Management LLC
✚
|
NY | 0.1 |
|
Cosey Financial Services Inc
✚
|
TN | 0.1 |
|
Lone Peak Advisers LLC
✚
|
UT | 0.1 |
|
Claremont Financial Group Inc
✚
|
CA | 0.1 |