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 is listed as having registered with the SEC in 1985. Ownership is reported as a mix of a domestic entity and an individual. The firm's internal classification is marked as unclassified. Publicly supplied descriptors flag several operational attributes: Avm, L.P. is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state adviser. It is also not listed as a newly formed adviser, a pension consultant, or a related adviser. The dataset provided contains very limited operational detail. There are no accompanying descriptions of business lines, advisory activities, fee structure, client segments, investment strategy, public holdings, or alternative investment usage. Anyone needing a fuller picture of how Avm, L.P. manages assets or serves clients will need to obtain additional disclosures or contact the firm directly.

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

Owners & executives

3 of 6
  • 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

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Contacts

3 of 56
  • Maxwell Blum

    Maxwell Blum

    Exotic Derivatives TradingCRD 6854576

  • Siddhartha Saraogi

    Equity Volatility TraderCRD 5840642

  • David Peterman

    David Peterman

    AnalystCRD 5031746

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth