Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
1,983 clients
Average Client Portfolio
$312K average
Assets Under Management
$617.9M

Fee Structure

Financial Planning:Investment management only

PVG typically charges a base management fee of 2%, which is frequently negotiated lower depending on client circumstances, account size, and source. Fees can vary greatly depending on the individual client. Clients may incur charges from their selected broker/custodian such as custodial fees, trading commissions and internal fund charges. Unearned fees are refunded upon the request of the client in the case of termination.

Areas of Practice
Investment Management
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Advisor Information

Office location

5975 S Quebec Street, Suite 270, Centennial, CO, 80111

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2016
Final
Other Business Activities

Patrick is the CEO of Family Office of America, Inc., involved in the acquisition and ownership of CPA firms and medical device oversight. This activity is not investment-related.

Employment History
Current Registrations
Pvg Asset Management CORP
June 2010 - Present · 15 yrs 7 mos
Previous Registrations
Cim Securities, LLCBroker
May 2009 - June 2014 · 5 yrs 1 mo
Choice Investment Management LLC
July 2006 - December 2013 · 7 yrs 5 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Patrick S Adams - Financial Advisor | AdvisorDiscover