Aviva Capital Management, Inc. is a large advisory firm based in Des Moines. It manages $32.35 billion of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Illinois, Iowa, and New York.
Aviva Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aviva Capital Management, Inc. is $32.35 billion. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aviva Capital Management, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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.
Mark Volney Heitz has been acting as President since 1 Jun 1998. Matthew Gerald Haney joined the executive team most recently as the Chief Legal Officer And Chief Compliance Officer.
The principal office where Aviva Capital Management, Inc. performs its advisory services is located at 699 Walnut Street, Des Moines, IA 50309, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 515-362-3600 or by fax 515-557-2421. The normal business hours are 8:00am -5:00pm on Monday - Friday. You can find more information about the New York firm at www.avivacapitalmanagement.com.