|
⚲
|
| Keyboard |
| PPS & V Asset Management Consultants Inc
✚
|
|
|---|---|
| CRD # | 110491 |
| SEC # | 801-40057 |
| CIK # | 0001936380 |
| AUM | 253.7 M (2025-12-15) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 269-321-4444 |
| Address | 2750 Old Centre Ave Portage, MI 49024 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.6 | ||
| Nvidia Corp | 1.6 | ||
| Lilly Eli & Co | 1.5 | ||
| Tesla Motors Inc | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| Stryker Corp | 0.8 | ||
| Johnson & Johnson | 0.6 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Marathon Petroleum Corp | 0.5 | ||
| Badger Meter Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 59.9 |
| (b) Individuals (high net worth individuals) | 58 | 180.5 |
| (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 | 8.0 |
| (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 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 253.7 |
| By Discretionary | ||
| Discretionary | 572 | 246.0 |
| Non-Discretionary | 12 | 7.7 |
| Total | 584 | 253.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.7 | |
| Total | 584 | 253.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001936380] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ridge Creek Global Inc
✚
|
254.8 M | |
|
Game Plan Financial Advisors LLC
✚
|
OH | 254.7 M |
|
O'Brien Investment Management LLC
✚
|
CA | 254.3 M |
|
Canty Financial Management Inc
✚
|
NY | 254.0 M |
|
Pollock Investment Advisory Corporation
✚
|
253.8 M | |
|
Washburn Capital Management Inc
✚
|
FL | 253.6 M |
|
Transcend Advisor Group LLC
✚
|
WI | 253.2 M |
|
Corrado Advisors LLC
✚
|
NJ | 252.8 M |
|
Patrick M Sweeney & Associates Inc
✚
|
IL | 252.5 M |
|
Taylor Securities Services Inc
✚
|
PA | 252.5 M |