Gvr Investment Management, Inc. (Two Rivers)

Name: Gvr Investment Management, Inc.
Address: 1413 22 Nd Street, Two Rivers, WI, 54241
Telephone: 920-793-4442

Gvr Investment Management, Inc. is a large advisory firm based in Two Rivers. It manages $52.39 million of regulatory assets for 155 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Illinois and Wisconsin.

Gvr Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gvr Investment Management: assets under management

The assets under management (AUM) of Gvr Investment Management, Inc. is $52.39 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $52.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $337.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gvr Investment Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gvr Investment Management, Inc.

Thomas James Bare has been acting as President since 1 Nov 2005. George Vincent Reis joined the executive team most recently as the Director And President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Vincent Reis	President, director and chief compliance officer	1 Jan 1985	75% - 100%	4342689
Alison Spaeth	Vice president, director	1 Feb 1999	Other	2507458
Mary Reis	Secretary/treasurer, director	1 Feb 1999	Other	3189042
Thomas James Bare	Director	1 Nov 2005	Other	5076163
Daniel James Lalko	Director	1 Nov 2005	Other	5076170
Paul Joseph Callan	Director, vice president and treasurer	1 Nov 2005	Other	2035381
Rachel Elizabeth Wiegert	Director and secretary	1 Nov 2005	Other	5076178
George Vincent Reis	Director and president	1 Dec 2005	Other	4342689
First National Bank	Shareholder	1 Dec 2005	75% - 100%	39-0447799

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
First Manitowoc Bancorp	Shareholder	1 Dec 2005	75% - 100%	39-1435359

Based in Two Rivers

The principal office where Gvr Investment Management, Inc. performs its advisory services is located at 1413 22 Nd Street, Two Rivers, WI 54241 The mailing address of the firm is P.O. Box 388, Two Rivers, WI 54241. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 920-793-4442 or by fax 920-793-4637. The normal business hours are 7:30 a.m.-5:30 p.m. on Monday - Friday. You can find more information about the New York firm at gvreis@charter.net.