P
$136.9M Total AUM
$114.2M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ZenithBeacon eagle +more
- Established Date
- 02-09-2021
- Office Locations
- 1
Office Locations
-- OAK Brook IL
About PVA Financial, LLC
PVA Financial, LLC provides investment management and comprehensive financial planning for individuals and high-net-worth clients. The firm designs full financial plans and can manage all or part of a client’s investment portfolio, with implementation often using public funds and ETFs. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$136.9M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Ember meridian
Client Personas
Harbor horizon
Custodian
Vertex vital Capital
Investment Themes
Momentum signal Timber atlas
Services
Harbor matrix Ember legacy Catalyst Horizon bridge Bridge meridian
Technology
Ridge Harbor Element Alpha
Owner & Executives
NAVEEN NEERUKONDA
Chief Compliance Officer, Founder, Managing Member
- CRD
- #3243997
- Ownership
- 75% or more
(924) 742-8196
crest.vital@unisoncapital.com
in linkedin.com/in/insight-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,239,227 | -- |
| Non-Discretionary | $22,614,429 | -- |
| Total | $136,853,656 | -- |
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Separately Managed Accounts
Total SMA Asset: $136,853,656
Equity - OTC:
28.7% Equity - Exchange:
28.0% Cash:
13.4% U.S. Government/Agency:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,380,419,485 | 28.7% |
| Equity - Exchange | $1,346,750,717 | 28.0% |
| Cash | $644,516,415 | 13.4% |
| U.S. Government/Agency | $1,438,137,374 | 29.9% |
| Total | $4,809,823,991 | 100.0% |