PPS & V Asset Management Consultants Inc

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Assets, Funds, Holdings

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PPS & V Asset Management Consultants Inc
CRD #110491
SEC #801-40057
CIK #0001936380
AUM $189.1 MM (2023-12-19)
Employees 4 (75% Investors, 0% Brokers)
Phone269-321-4444
Address2750 Old Centre Ave
Portage, MI 49024
Source [IAPD] [EDGAR]
Total AUM ($MM)
200160120804002000200820162025
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 ($MM)
14011284562802021202220232025
AUM Breakdown Accounts AUM ($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
13F-HR [0001936380]
Comparable Firms State AUM ($BB)
Archer Portfolio Management Inc
0.2
Allstreet Capital LLC
CA 0.2
Strauss Wealth Advising Inc
AL 0.2
Reliant Investment Partners LLC
NC 0.2
Wealthcollab LLC
WA 0.2
Campion Asset Management LLC
VA 0.2
Blue Capital Inc
NE 0.2
D C Voss & Company LLC
SC 0.2
Sequoia Swiss Financial Advisors AG
0.2
Optimist Retirement Group LLC
WA 0.2
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