AdvisorOS Directory
Claim Profile
RV

Robert Bruce Vliek

PPS & V ASSET MANAGEMENT CONSULTANTS INC·PORTAGE, Michigan
Unclaimed Profile
2750 OLD CENTRE AVE, PORTAGE, MI 49024CRD# 1077704Firm CRD# 110491
01

About

Robert Bruce Vliek 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# 1077704
Firm CRD# 110491
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PORTAGE?

Browse all registered financial advisors in PORTAGE, Michigan or claim this profile if it's yours.

Browse PORTAGE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Bruce Vliek offer?
Robert Bruce Vliek specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTAGE, Michigan for a consultation.
What are Robert Bruce Vliek's credentials?
Robert Bruce Vliek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Bruce Vliek located?
Robert Bruce Vliek 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 Robert Bruce Vliek charge for services?
Robert Bruce Vliek'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PORTAGE
Todd Arthur Sanford — SANFORD ADVISORY SERVICES, LLCLisa Ann Cahill — CAHILL WEALTH MANAGEMENT, LLCDavid Paul Cleveland — LVM CAPITAL MANAGEMENT LTDTyler Wayne Alvord — LVM CAPITAL MANAGEMENT LTDRyan Devlin Cahill — CAHILL WEALTH MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile