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Mark Digiannantonio

Pmv Capital Advisers, LLC
3 Years of Experience
Dallas, TX
Sells Insurance
View SEC Summary
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Mark Digiannantonio is a registered investment advisor at Pmv Capital Advisers, LLC, based in Dallas, TX, with 3 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 82 clients with $130M in assets under management.

Pmv Capital Advisers, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
82 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$132.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees vary between 0.0% and 2.0% and are negotiated on an individual basis depending on facts, circumstances, and assets managed. Some client assets may be excluded from the fee calculation as specified in writing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

15660 Dallas Pkwy, Suite 1250, Dallas, TX, 75248-3335

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is the COO of PMV Capital, LLC, a holding company of an investment advisor, spending minimal time on operations management. He also dedicates about half of his time as a Member and Vice President at Radiant Financial Partners, LLC and Radiant Financial, Inc., respectively, both involved in private placements related to insurance.

Employment History
Current Registrations
Pmv Capital Advisers, LLC
June 2023 - Present · 3 yrs 4 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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