American Veterans Group, Pbc

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Melville, New York
CRD number
291933
Registered since
August 30, 2018

Firm profile

FINTRX

Overview

American Veterans Group, Pbc is organized as a corporation and has been SEC-registered since 2018. The ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory classification is recorded as unclassified. Available disclosures indicate it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The source provides no detail on its client types, fee schedule, or specific advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • William Biles

    William Biles

    CEO and Chief Compliance OfficerCRD 6509954

Contacts

3 of 25
  • Thomas Guinan

    Operational SpecialistCRD 4251219

  • Steven Elias

    Steven Elias

    Senior Vice PresidentCRD 813454

  • Michael Egan

    Director of OperationsCRD 2846082

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth