AV7 LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Ketchum, Idaho
CRD number
337467
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

AV7 LLC is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm functions primarily as a capital allocator and implements its advisory mandate by selecting other advisers rather than acting as the sole in-house portfolio manager. Its reported advisory activity centers on manager selection, and it classifies its fee structure as "other." Regulatory and operational flags in the record show AV7 LLC is not described as a multi-state adviser, not a pension consultant, and is not identified as an active ESG investor. The adviser is also listed as having roles beyond pure advisory work, including acting as an investment adviser and sponsor, and serving as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Andrew Vigneault

    AnalystCRD 5635675

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Ketchum, ID

Blaine

Location

Ketchum, ID

Headquartered in Ketchum, ID, in the West of the United States.

Region
West
County
Blaine
Address
131 W Sun Valley Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth