Avm, L.P.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
62
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
16710
Registered since
December 13, 1985

Firm profile

FINTRX

Overview

Avm, L.P. is organized as a partnership. Publicly available snapshot details are sparse: ownership is recorded as a combination of a domestic entity and an individual, and the firm’s classification is listed as unclassified. The snapshot flags several characteristic absences rather than active service lines. Avm, L.P. is not identified as a capital allocator, is not flagged as an active ESG investor, and is not described as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. There is no accompanying information on client types, fee schedules, investment approach, or advisory activities. The record does show the firm has a single office location on file.

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, 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
Palm Beach
Address
777 W Yamato Rd
Time zone
ET (UTC-5)
Office locations

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