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V&V Management Group Corporation
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CRD # | 287468 |
SEC # | 801-118152 |
CIK # | |
AUM | $69.5 MM (2024-01-23) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 631-271-1170 |
Address | 1160 East Jericho Turnpike Huntington, NY 11743 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 17 | 9.2 |
(b) Individuals (high net worth individuals) | 21 | 56.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 4.1 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 146 | 69.5 |
By Discretionary | ||
Discretionary | 137 | 66.8 |
Non-Discretionary | 9 | 2.7 |
Total | 146 | 69.5 |
By Non-United States Persons | ||
Non-United States Persons | 2.0 | |
United States Persons | 67.5 | |
Total | 146 | 69.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Luesink Financial Planning LLC
✚
|
NY | 0.1 |
Profitscore Capital Management Inc
✚
|
ID | 0.1 |
Apollo Wealth Management LLC
✚
|
NY | 0.1 |
Dutch Asset Corporation
✚
|
NY | 0.1 |
Genesis Asset Management Group Inc
✚
|
NY | 0.1 |
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
Stratacore Capital Management LLC
✚
|
NY | 0.1 |
Winthrop Partners - WPA LLC
✚
|
NY | 0.1 |
St James Investment Advisors LLC
✚
|
NY | 0.1 |
Opportunus Wealth Management LLC
✚
|
WA | 0.1 |