American Veterans Group, Pbc
Firm details
- Headquarters
- Melville, New York
- CRD number
- 291933
- Registered since
- August 30, 2018
- Website
- www.americanvetsgroup.com
Firm profile
FINTRXOverview
American Veterans Group, Pbc is organized as a corporation and is registered with the SEC as an investment adviser since 2018. Filings identify the owner type as a mix of a domestic entity and an individual and classify the firm as "Unclassified" rather than under a specific advisory category. The firm's reported regulatory metadata flags several negative or null designations: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant and not a related adviser. Taken together, the available disclosures suggest a limited public footprint and minimal detail about the firm's advisory offerings or target client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Biles
CEO and Chief Compliance OfficerCRD 6509954
Contacts
3 of 25Philip Cortez
DirectorCRD 6910645

Jon Nixon
FounderCRD 4710715
Jeffrey Molinari
Institutional SalesCRD 726539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Melville, NY
Suffolk
Location
Melville, NY
Headquartered in Melville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 324 S Service Rd
- Time zone
- ET (UTC-5)
- Office locations
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