FVS FINANCIAL

FVS FINANCIAL is an SEC-registered investment adviser (CRD 117340). Regulatory assets under management: $11.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 117340
• Type: Registered investment adviser
• Phone: 603-894-4964
• Latest filing: 2024-07-29
• Regulatory AUM: $11.0M
• Discretionary AUM: $11.0M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117340 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search