Gregory Bowden is a registered investment advisor at Pvg Asset Management CORP, based in Houston, TX, with 9 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,983 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
1,983 clients
Average Client Portfolio
$312K average
Assets Under Management
$617.9M

Fee Structure

Investment management only (planning not offered)

PVG Asset Management typically charges a base management fee of 2%, but this is frequently negotiated lower based on client circumstances, account size, and source. Fees are generally billed quarterly in advance, either directly to the client's account or to the client, depending on instructions. PVG may also bill in arrears for some platforms or direct accounts. Besides management fees, clients may incur charges from their selected broker/custodian, such as custodial fees, trading commissions, and internal fund charges.

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Location

5600 NW Central Drive, Houston, TX, 77092

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Gregory is the Chief Compliance Officer and Senior Portfolio Manager at Sheets Smith Investment Management, LLC, dedicating full-time hours. He is also a Senior Portfolio Manager at PVG Asset Management Corp and an owner and equity research analyst at Bowden Interests, Inc.

Employment History
Current Registrations
Pvg Asset Management CORP
January 2025 - Present · 1 yr 3 mos
Sheets Smith Investment Management, LLC
February 2020 - Present · 6 yrs 2 mos
Previous Registrations
Sheets Smith Wealth Management
October 2016 - March 2020 · 3 yrs 5 mos
State Registrations2 states
NCTX
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.
Gregory Bowden - Financial Advisor | TrueAdvisor