James Leffler

Pmv Capital Advisers, LLC

3 Years of Experience

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Areas of Practice

Investment Management

Pmv Capital Advisers, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

48 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$92.8M

Fee Structure

Financial Planning:Investment management only

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.

Employment History

Current Registrations

Pmv Capital Advisers, LLC

June 2022 - Present · 3 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.