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PVG ASSET MANAGEMENT CORP
CRD 105541 · SEC 801-30581
6898 S. UNIVERSITY BLVD., SUITE 100, CENTENNIAL, CO, 80122, United States
Phone
303-526-0548
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$624.9M
Discretionary AUM
$512.7M
Team
9 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $55.5M |
| High net worth individuals | 45 | $128.8M |
| Pension/profit sharing plans | 4 | $2.9M |
| Charitable organizations | 2 | $8.6M |
| State/municipal entities | 1 | $514K |
| Other investment advisers | 6 | $428.0M |
| Corporations/business entities | 5 | $570K |
States served
AZ, CA, CO, IL, IN, MD, MI, MN, MT, NV, NY, NC, OK, OR, PA, VA, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD