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BGV FINANCIAL ADVISORS

MIAMI, FL · CRD 324511 · IAPD ↗ · 305-615-2101

$143.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2024 — BGV FINANCIAL ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.