GVR INVESTMENT MANAGEMENT, INC.
Firm details
- Headquarters
- TWO RIVERS, Wisconsin
- CRD number
- 106365
- Website
- gvrinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.49%
- Individuals41.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GVR Investment Management, Inc. is a privately owned corporate advisory firm that provides discretionary portfolio management primarily to individuals, families and small businesses. The firm charges clients a fee calculated as a percentage of assets under management and focuses on managing live client portfolios rather than operating as a capital allocator or running pooled funds. GVR reports it is not an active ESG investor and is not registered as a multi-state adviser; advisory activity is described as portfolio management for individuals and small businesses.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
2 of 2GEORGE REIS
PresidentCRD 4342689
MARY REIS
Vice PresidentCRD 3189042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TWO RIVERS, WI
MANITOWOC
Location
TWO RIVERS, WI
Headquartered in TWO RIVERS, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- MANITOWOC
- Address
- 1523 Washington St
- Time zone
- CT (UTC-6)
- Office locations
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