AVANZ CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
167252
Registered since
August 11, 2017

Firm profile

FINTRX

Overview

Avanz Capital Management LLC is a privately held limited liability company that has been SEC-registered since 2017. The firm is organized under mixed ownership described as a foreign entity alongside an individual owner and is classified in regulatory records as unclassified. It identifies as an investment adviser under the broader category "Other Investment Adviser." Regulatory data indicate the firm does not present itself as a capital allocator, is not a multi-state adviser, and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 3
  • JAMIE FORAN

    DirectorCRD 4764995

  • HAYDEE CELAYA

    ChairpersonCRD 2112519

  • HANY ASSAAD

    Non-Executive ChairmanCRD 6177226

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
600 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth