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PPS & V ASSET MANAGEMENT CONSULTANTS INC
CRD 110491File 801-40057
APPROVED
Retail clients
Custody
Filing as of Dec 15, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$253.7M
Below cohort median (national)
Discretionary AUM
$246.0M
Non-discretionary $7.7M
Clients
247
584 accounts
Employees
4
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 28, 1991
- Principal office
- 2750 OLD CENTRE AVE, SUITE 100, PORTAGE, MI, 49024
- Phone
- 269-321-4444
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $253.7M
- Discretionary AUM
- $246.0M
- Non-discretionary AUM
- $7.7M
- Discretionary accounts
- 572
- Non-discretionary accounts
- 12
- Total accounts
- 584
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.3M |
| High net worth individuals | 58 | $180.5M |
| Pension and profit sharing plans | Fewer than 5 | $8.0M |
| Individuals (other than high net worth individuals) | 189 | $59.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.