AAVIN EQUITY ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
7
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CEDAR RAPIDS, Iowa
CRD number
170599
Registered since
March 6, 2014

Firm profile

FINTRX

Overview

Aavin Equity Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2014. The firm is owned by an individual and is classified in public filings as unclassified. Public information indicates the adviser does not position itself as an ESG-focused manager, does not operate as a multi-state adviser, and is not described as a pension consultant or related adviser in filings. The firm's footprint in filings points toward fund-based activity rather than a traditional retail/advisory practice. Its regulatory profile and product mix suggest Aavin Equity Advisors functions principally as an adviser to pooled investment vehicles rather than maintaining a roster of separately managed accounts or a broad retail client base.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Dan Gross

    PartnerCRD 7712877

  • JAMES THORP

    Managing PartnerCRD 2866642

  • PAUL RHINES

    ​Senior PartnerCRD 4487635

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CEDAR RAPIDS, IA

LINN

Location

CEDAR RAPIDS, IA

Headquartered in CEDAR RAPIDS, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.

Metro area
Cedar Rapids-Iowa City, IA
Region
Midwest
County
LINN
Address
1245 1st Ave SE
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth