P
$253.7M Total AUM
$246.0M Disc. AUM
17.0% 3Y CAGR
4 Employees
247 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-28-1991
- Office Locations
- 2
Office Locations
2750 OLD Centre AVE Portage MI
-- Portage MI
About PPS & V Asset Management Consultants INC
PPS & V Asset Management Consultants INC is a Portage-based RIA with 2 offices. The firm has been operating for 34 years. Managing $253.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Team overview
45 AVG AGE
$84.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
12.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
ROBERT BRUCE VLIEK
Financial Advisor
- CRD
- #1077704
- Ownership
- 75% or more
Available
Available
Available
R
RYAN JOHN VLIEK
Chief Compliance Officer
- CRD
- #4475459
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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K
KAYLA JOY FRANTZ
Finance Manager
- CRD
- #6497195
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,029,195 | $430,121 |
| Non-Discretionary | $7,655,880 | $637,990 |
| Total | $253,685,075 | $434,392 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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