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DIR. of INV. MGR. Research/director/principal · RVK, Inc.

Joseph M. Ledgerwood

CRD 5088751 · Named on Form ADV at one SEC-registered adviser

At a glance

RVK, Inc., an SEC-registered asset manager based in Portland, OR with $828 million in regulatory assets, lists Joseph M. Ledgerwood on its Form ADV as DIR. of INV. MGR. Research/director/principal, a control person.

Firms and roles

  • RVK, Inc.DIR. of INV. MGR. Research/director/principalAsset manager · Portland, OR · $828M in regulatory assets

AtlasMembers

Joseph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (14)

9 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.