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Carl John Pontello

PPS & V ASSET MANAGEMENT CONSULTANTS INC·PORTAGE, Michigan
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2750 OLD CENTRE AVE, PORTAGE, MI 49024CRD# 732003Firm CRD# 110491
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PPS & V ASSET MANAGEMENT CONSULTANTS INC
PPS & V ASSET MANAGEMENT CONSULTANTS INC
AUM
$228M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PPS & V ASSET MANAGEMENT CONSULTANTS INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 732003
Firm CRD# 110491
No disclosures on file
View on FINRA BrokerCheck →

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05

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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City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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