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. FINTRX classifies the firm as unclassified and records its ownership as a combination of a domestic entity and an individual. The database flags the firm as not being a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not listed as a related adviser. FINTRX did not provide detail on the firm’s client types, fee schedule, or specific advisory or business activities.

Assets & Accounts

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

Owners & executives

3 of 7
  • John Pollard

    Deputy Chief Compliance OfficerCRD 7884559

  • SCOTT WYLER

    Chief Executive OfficerCRD 2869488

  • LESTER COYLE

    Principal, Co-Chief Investment OfficerCRD 4727659

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Contacts

3 of 55
  • Maxwell Blum

    Exotic Derivatives TradingCRD 6854576

  • SIDDHARTHA SARAOGI

    Equity Volatility TraderCRD 5840642

  • DAVID PETERMAN

    AnalystCRD 5031746

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth