BGV FINANCIAL ADVISORS USA, LLC
Legal name: BGV FINANCIAL ADVISORS
CRD #324511 SEC #801-128743 MIAMI, FL 305-615-2070
SEC Registered Broker-Dealer
Total AUM
$119.1M
Discretionary
$119.1M
Employees
2
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $119.1M | $119.1M | $0 | 2 | 0 |
| May 2024 | $112.1M | $112.1M | $0 | 2 | 0 |
| Apr 2024 | $112.1M | $112.1M | $0 | 2 | 0 |
| Mar 2024 | $112.1M | $112.1M | $0 | 2 | 0 |
| Feb 2024 | $120.5M | $120.5M | $0 | 2 | 0 |
| Dec 2023 | $0 | $0 | $0 | 2 | 0 |
| Nov 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0