|
⚲
|
| Ppsgrp LLC
✚
|
|
|---|---|
| CRD # | 340003 |
| SEC # | 801-135208 |
| CIK # | |
| AUM | $157.0 M (2026-06-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 914-831-3050 |
| Address | 777 Westchester Ave White Plains, NY 10604 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 426 | 157.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 426 | 157.0 |
| By Discretionary | ||
| Discretionary | 136 | 22.0 |
| Non-Discretionary | 290 | 135.1 |
| Total | 426 | 157.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.0 | |
| Total | 426 | 157.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Copia Wealth Management LLC
✚
|
OR | 0.2 |
|
Peck Wealth Management LLC
✚
|
0.2 | |
|
Delphinus Financial Advisors LLC
✚
|
MA | 0.2 |
|
Davenport Watts & Drake Investment Advisors LLC
✚
|
MS | 0.2 |
|
Camden Financial Management Inc
✚
|
0.2 | |
|
Legacy Advisory Services LLC
✚
|
PA | 0.2 |
|
Breakwater Capital LLC
✚
|
MI | 0.2 |
|
Dale Q Rice Investment Management Ltd
✚
|
0.2 | |
|
Profocus Incorporated
✚
|
AZ | 0.2 |
|
Maimon Wealth Management Ltd
✚
|
0.2 |