Unclaimed Profile

Carl John Pontello

PPS & V ASSET MANAGEMENT CONSULTANTS INC·PORTAGE, Michigan

Clean recordPPS & V ASSET MANAGEMENT CONSULTANTS INC

2750 OLD CENTRE AVE, PORTAGE, MI 49024CRD# 732003Firm CRD# 110491

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carl John Pontello · PORTAGE, MI

Registration

CRD #732003 · PPS & V ASSET MANAGEMENT CONSULTANTS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carl John Pontello is a registered financial advisor based in PORTAGE, Michigan, affiliated with PPS & V ASSET MANAGEMENT CONSULTANTS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PPS & V ASSET MANAGEMENT CONSULTANTS INC

AUM

$228M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PPS & V ASSET MANAGEMENT CONSULTANTS INC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 732003

Firm CRD# 110491

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carl John Pontello offer?

Carl John Pontello specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTAGE, Michigan for a consultation.

What are Carl John Pontello's credentials?

Carl John Pontello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl John Pontello located?

Carl John Pontello is based in PORTAGE, Michigan, working with PPS & V ASSET MANAGEMENT CONSULTANTS INC. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.

How does Carl John Pontello charge for services?

Carl John Pontello's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PPS & V ASSET MANAGEMENT CONSULTANTS INC?

PPS & V ASSET MANAGEMENT CONSULTANTS INC has approximately 4 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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