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BGV FINANCIAL ADVISORS USA, LLC

dba BGV FINANCIAL ADVISORS · CRD 324511 · Registered Investment Adviser

BGV FINANCIAL ADVISORS USA, LLC is a Registered Investment Adviser headquartered in MIAMI, FL. The firm reports $143,820,146 in regulatory assets under management across 103 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$143,820,146
Non-discretionary$0
Total RAUM$143,820,146
Accounts103

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 324511. adviserinfo.sec.gov/firm/summary/324511.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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