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PPS & V Asset Management Consultants Inc
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CRD # | 110491 |
SEC # | 801-40057 |
CIK # | 0001936380 |
AUM | $189.1 MM (2023-12-19) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 269-321-4444 |
Address | 2750 Old Centre Ave Portage, MI 49024 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 7.5 | |
SYK | 74,798.9 | 1.9 | |
NVDA | 399,550.0 | 1.2 | |
LLY | 301,789.7 | 1.2 | |
AMZN | 1,092,997.8 | 0.9 | |
MSFT | 1,918,222.4 | 0.6 | |
TSLA | 723,390.3 | 0.6 | |
BMI | 2,325.1 | 0.6 | |
V | 419,260.5 | 0.4 | |
PFE | 284,248.0 | 0.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 217 | 56.0 |
(b) Individuals (high net worth individuals) | 48 | 124.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(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 | 4.8 |
(h) Charitable organizations | 0 | 0.2 |
(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 | 3.9 |
(n) Other | 0 | 0.0 |
Total | 601 | 189.1 |
By Discretionary | ||
Discretionary | 587 | 184.4 |
Non-Discretionary | 14 | 4.8 |
Total | 601 | 189.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 189.1 | |
Total | 601 | 189.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001936380] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Archer Portfolio Management Inc
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|
0.2 | |
Allstreet Capital LLC
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|
CA | 0.2 |
Strauss Wealth Advising Inc
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|
AL | 0.2 |
Reliant Investment Partners LLC
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|
NC | 0.2 |
Wealthcollab LLC
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|
WA | 0.2 |
Campion Asset Management LLC
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|
VA | 0.2 |
Blue Capital Inc
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|
NE | 0.2 |
D C Voss & Company LLC
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|
SC | 0.2 |
Sequoia Swiss Financial Advisors AG
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|
0.2 | |
Optimist Retirement Group LLC
✚
|
WA | 0.2 |