G
$36.1M Total AUM
$36.1M Disc. AUM
-- 3Y CAGR
3 Employees
37 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-1999
- Office Locations
- 1
Office Locations
1523 Washington Street TWO Rivers WI
About GVR Investment Management, Inc.
GVR Investment Management, Inc. is a TWO Rivers-based RIA. The firm has been operating for 27 years. Managing $36.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$18.1M AVG AUM / ADVISOR
$976.9K AVG AUM / CLIENT
27.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Owner & Executives
G
GEORGE VINCENT REIS
Chief Compliance Officer, DIRECTOR, Financial Analyst, President
- CRD
- #4342689
- Ownership
- 75% or more
Available
Available
Available
M
MARY REIS
DIRECTOR, Secretary, TREASURER, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,146,786 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,146,786 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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