V&V Management Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 11–25 clients last fiscal year.
V&V Management Group reports 45 clients. They include 29 high-net-worth individuals and 16 individual clients. Of its assets, 93.1% ($97.5M across 167 accounts) are managed with discretion; $7.26M across 8 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 36% | 6% |
| High-net-worth individuals | 64% | 89% |
| Pension and profit-sharing plans | Fewer than 5 | 5% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 16 | $6.06M | 5.8% | $378K |
| High-net-worth individuals | 29 | $93.4M | 89.1% | $3.22M |
| Pension and profit-sharing plans | Fewer than 5 | $5.35M | 5.1% | — |
| Total | 45 | $105M | 100% | — |
- Clients
- 16
- Regulatory AUM
- $6.06M
- AUM share
- 5.8%
- Avg. per client
- $378K
- Clients
- 29
- Regulatory AUM
- $93.4M
- AUM share
- 89.1%
- Avg. per client
- $3.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.35M
- AUM share
- 5.1%
- Avg. per client
- —
Total
- Clients
- 45
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
V&V Management Group charges 0.20%–1.00% a year for its Wealth management services. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- One-time financial planning is charged hourly up to $300 per hour, or as a fixed fee based on the expected hours.
- Ongoing financial planning
- Ongoing financial planning is charged an annual fee ranging from $2,500 to $10,000, which may be negotiable.
- Retirement plan advisory services
- Retirement plan advisory is charged an annual asset-based fee of up to 0.60%, on a schedule from 0.60% to 0.30%, which may be negotiable.
Steven Varvaro owns 75% or more of V&V Management Group. The leadership team of V&V Management Group includes Chief Compliance Officer Steven Varvaro. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of V&V Management Group Corporation
Steven Varvaro
Control person · since January 2017
V&V Management Group’s regulatory assets grew 2.0× from $51.2M (February 2021) to $105M (February 2026); clients rose from 40 to 45 and employees fell from 2 to 1.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $105M | 45 | 1 | 1 |
| Jan 2025January 2025 | $76.2M | 47 | 1 | 1 |
| Jan 2024January 2024 | $69.5M | 38 | 2 | 2 |
| Feb 2023February 2023 | $57.4M | 41 | 2 | 2 |
| Jan 2022January 2022 | $56.2M | 39 | 2 | 2 |
| Feb 2021February 2021 | $51.2M | 40 | 2 | 2 |
Besides its headquarters, V&V Management Group has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 150 Broadhollow Road, Suite 215, MelvilleHQ
Contact and registration details
- Legal name
- V&V Management Group Corporation
- Headquarters
- 150 Broadhollow Road, Suite 215, Melville, NY 11747
- Website
- fourcornersfincl.com
- Phone
- 631-271-1170
- SEC file
- 801-118152
- Structure
- New York corporation
- Fiscal year end
- December
V&V Management Group’s named custodian for separately managed accounts is Altruist ($101M). V&V Management Group has custody of $99.5M for 40 clients.
- AltruistAltruist Financial LLC · Culver City, CA · $101M100%
At year end, V&V Management Group’s separately managed accounts were mostly in stocks (70%) and funds (28%).
What the accounts hold
- Stocks70%
- Funds28%
- Cash2%
How many clients does V&V Management Group have?
V&V Management Group has 45 clients and manages $105 million for them, as of February 2026. They include 29 high-net-worth individuals and 16 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does V&V Management Group offer?
V&V Management Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does V&V Management Group charge?
V&V Management Group charges 0.20%–1.00% a year for its Wealth management services. The fee is billed in arrears and is negotiable.
Which custodians does V&V Management Group use?
V&V Management Group’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $101M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026
How many financial advisors does V&V Management Group have?
V&V Management Group has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does V&V Management Group invest in?
At the end of its last fiscal year, V&V Management Group’s separately managed accounts held 70% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns V&V Management Group?
V&V Management Group’s direct owner is Steven Varvaro (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does V&V Management Group get paid?
V&V Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact V&V Management Group?
V&V Management Group’s main office is at 150 Broadhollow Road, Suite 215, Melville, NY 11747. Its phone number is 631-271-1170. Its website is fourcornersfincl.com.
