Pvg Asset Management Corp

Pvg Asset Management Corp (CRD# 105541) is a financial advisory firm headquartered in Denver, CO. They manage $455,172,757 in 1,999 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • Total Number of Accounts
    1,999
    ACCOUNTS
  • Average Account Value
    $227,700
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Pvg Asset Management Corp
Showing 1 - 5 of 5 top financial advisors.
1
Paul Macnamara
CRD#: 2703938
Mechanicsburg, PA
96
Wealthminder
score

Paul Macnamara (CRD# 2703938) is an Investment Advisor Representative working at Pvg Asset Management Corp in Mechanicsburg, PA and has over 22 years of experience in the finance industry. Paul Macnamara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy J. McIntosh
CRD#: 2726005
10300 49th Street North, Clearwater, FL 33762
96
Wealthminder
score

Timothy McIntosh (CRD# 2726005) is an Investment Advisor Representative working at Pvg Asset Management Corp in Clearwater, FL and has over 22 years of experience in the finance industry. Timothy McIntosh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brett D. Frascati
CRD#: 5502487
6898 S. University Blvd., Suite 100, Denver, CO 80122
93
Wealthminder
score

Brett Frascati (CRD# 5502487) is an Investment Advisor Representative working at Pvg Asset Management Corp in Denver, CO and has over 9 years of experience in the finance industry.

4
Joseph N. Pecoraro
CRD#: 831015
24918 Genesee Trail Road, Golden, CO 80401
90
Wealthminder
score

Joseph Pecoraro (CRD# 831015) is an Investment Advisor Representative working at Pvg Asset Management Corp in Golden, CO and has 1 year of experience in the finance industry.

5
Patrick S. Adams
CRD#: 2438502
5975 S Quebec Street, Suite 270, Centennial, CO 80111
67
Wealthminder
score

Patrick Adams (CRD# 2438502) is an Investment Advisor Representative working at Pvg Asset Management Corp in Centennial, CO and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.