Avm, L.P.

Broker-DealerFINRA MemberEst. 1985
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 and has been SEC-registered since 1985. Ownership is identified as a combination of a domestic entity and an individual. The firm is classified in the source dataset as "unclassified" and is not listed as a capital allocator. It is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not disclosed its advisory activities, fee structure, target client segments, or any business affiliations in the available dataset.

Assets & Accounts

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

3 of 5
  • John Pollard

    John Pollard

    Deputy Chief Compliance OfficerCRD 7884559

  • Scott Wyler

    Chief Executive OfficerCRD 2869488

  • Lester Coyle

    Lester Coyle

    Principal, Co-Chief Investment OfficerCRD 4727659

Unlock 2 more executives

Contacts

3 of 57
  • Maxwell Blum

    Maxwell Blum

    Exotic Derivatives TradingCRD 6854576

  • Siddhartha Saraogi

    Equity Volatility TraderCRD 5840642

  • David Peterman

    David Peterman

    AnalystCRD 5031746

Unlock 54 more contacts

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

Similar firms