PPS & V Asset Management Consultants Inc

RIASEC Registered
Total AUM
$254M
Discretionary
$246M
97% of AUM
Avg account
$434K
Accounts
584
Employees
4
Advisory reps
3

Firm details

Headquarters
Portage, Michigan
CRD number
110491
Registered since
October 28, 1991
Fee structure
Percentage of AUM
Client types
  • HNWI71.15%
  • Individuals23.62%
  • Pension & Profit Sharing Plans3.16%
  • Corporations / Businesses2.07%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

PPS & V Asset Management Consultants Inc is an independent registered investment adviser that has been SEC-registered since 1991. The firm is individually owned and focuses on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Its clientele is primarily individual and family accounts. The firm does not position itself as a capital allocator and is not active on ESG mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 13%, Cash & Cash Equivalents 6%, Other 6%75%
  • Exchange Traded Equities75%
  • US Government Bonds13%
  • Cash & Cash Equivalents6%
  • Other6%

Owners & executives

1 of 1
  • Ryan Vliek

    Ryan Vliek

    Chief Compliance OfficerCRD 4475459

Contacts

2 of 2

  • Robert Vliek

    PartnerCRD 1077704

  • Kayla Frantz

    Operations ManagerCRD 6497195

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$167M in ETFs

Passive

92%

$153M

Active

0%

$13.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$50.2M65,57030.02%
Unlock additional holdings →

Location

Primary office

Portage, MI

Kalamazoo

Location

Portage, MI

Headquartered in Portage, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.

Metro area
Kalamazoo-Battle Creek-Portage, MI
Region
Midwest
County
Kalamazoo
Address
2750 Old Centre Rd
Time zone
ET (UTC-5)
Office locations

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