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PVA Financial, LLC

PVA Financial, LLC. CRD 312523

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CRD: 312523

PVA Financial, LLC

OAK Brook, IL
7738259090
$136.9M Total AUM
$114.2M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
5 yrs Firm Age

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Firm Details

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

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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Contacts

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Assets Under Management

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

$136.9M Total SMA
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%

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