Officer · PPS & V Asset Management Consultants Inc
Robert B. Vliek
CRD 1077704 · Named on Form ADV at one SEC-registered adviser
At a glance
PPS & V Asset Management Consultants Inc, an SEC-registered wealth manager based in Portage, MI with $254 million in regulatory assets, lists Robert B. Vliek on its Form ADV as Officer, a control person.
Firms and roles
- PPS & V Asset Management Consultants IncOfficerWealth manager · Portage, MI · $254M in regulatory assets
AtlasMembers
Robert’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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Colleagues named on the same filings
- Ryan J. VliekChief Compliance Officer, PPS & V Asset Management Consultants Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.