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Pvf Inc. (Millbrook)


Pvf Inc. is a large advisory firm based in Millbrook. It manages $31.71 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New York.

Pvf provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pvf: assets under management

The assets under management (AUM) of Pvf Inc. is $31.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $587.15 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pvf Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Millbrook

The principal office where Pvf Inc. performs its advisory services is located at 19 Pondview Farm Road, Millbrook, NY 12545 The mailing address of the firm is P.O. Box 1501, Millbrook, NY 12545. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 845-677-6334 or by fax 845-677-6678. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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