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Pdv Financial Management (Los Angeles)


Pdv Financial Management is a large advisory firm based in Los Angeles. It manages $52.71 million of regulatory assets for 109 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

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Pdv Financial Management provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pdv Financial Management: assets under management

The assets under management (AUM) of Pdv Financial Management is $52.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $483.6 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pdv Financial Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Pdv Financial Management performs its advisory services is located at 10680 West Pico Blvd, Los Angeles, CA 90064, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-559-0898 or by fax 310-202-9170. The normal business hours are 8 am-5 pm on Monday - Friday. You can find more information about the New York firm at www.pdvfinancial.com.


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