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Pva Financial LLC

CRD 312523SEC# 801-136637
Export (members)
No longer SEC-registered. Pva Financial LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$136.9M
Employees
1
Accounts
341
Location

Pva Financial LLC assets under management

Pva Financial LLC is a registered investment adviser overseen by the SEC. It reports $136.9 million in regulatory assets under management and employs 1 people.

Pva Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Naveen Neerukonda ControlManaging Member And CcoOver 75%2018

Frequently asked questions

How much does Pva Financial LLC manage?

Pva Financial LLC reports $136.9 million in regulatory assets under management on its Form ADV.

How many employees does Pva Financial LLC have?

Pva Financial LLC reports 1 employees.

Does Pva Financial LLC disclose fund performance?

Pva Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hoursBy Appointment
Discloses disciplinary historyNo

How this firm compares

Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$136.9Mregulatory AUM
Discretionary $114.2MNon-discretionary $22.6M