PDV FINANCIAL MANAGEMENT
CRD #120205 SEC #801-62109 LOS ANGELES, CA 310-559-0898
SEC Registered
Total AUM
$55.1M
Discretionary
$54.3M
Employees
5
Clients
10
Accounts
123
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2011 | $52.7M | $52.7M | $0 | 5 | -- |
| Mar 2011 | $52.7M | $52.7M | $0 | 5 | -- |
| Feb 2011 | $52.7M | $52.7M | $0 | 5 | -- |
| Feb 2011 | $52.7M | $52.7M | $0 | 5 | -- |
| Mar 2010 | $48M | $47.3M | $759.3K | 5 | -- |
| Dec 2007 | $55.1M | $54.3M | $830.9K | 5 | -- |
| Feb 2007 | $55.1M | $54.3M | $830.9K | 5 | -- |
| Mar 2006 | $48.9M | $48.9M | $0 | 5 | -- |
| Jul 2004 | $44.7M | $43.9M | $750K | 5 | -- |
DateApr 2011
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$48M
Discretionary$47.3M
Non-Disc.$759.3K
Employees5
Clients--
DateDec 2007
Total AUM$55.1M
Discretionary$54.3M
Non-Disc.$830.9K
Employees5
Clients--
DateFeb 2007
Total AUM$55.1M
Discretionary$54.3M
Non-Disc.$830.9K
Employees5
Clients--
DateMar 2006
Total AUM$48.9M
Discretionary$48.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$44.7M
Discretionary$43.9M
Non-Disc.$750K
Employees5
Clients--