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 recorded as a partnership that has been SEC-registered since 1985. The ownership is listed as a mix of a domestic entity and an individual. The firm’s public profile in FINTRX is minimal: it is classified as unclassified, is not flagged as a capital allocator, does not identify as a multi-state adviser, and is not marked as an active ESG investor. FINTRX contains no entries for the firm’s investment focus, advisory services, fee structure, client types, or business activities. The dataset also lists no affiliations or described activities, so there is no on-file information about how the partnership sources or manages capital, its target client segments, or its stated strategy.

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 5
  • Scott Wyler

    Chief Executive OfficerCRD 2869488

  • Yelena Anuar

    Yelena Anuar

    Principal and Chief Financial OfficerCRD 6253705

  • Lester Coyle

    Lester Coyle

    Principal, Co-Chief Investment OfficerCRD 4727659

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Contacts

3 of 57
  • Karen Hansen

    Karen Hansen

    Principal & General CounselCRD 5291197

  • Joel Rosenberg

    Joel Rosenberg

    SalesCRD 734592

  • Robert Hart

    Robert Hart

    Risk ManagerCRD 1087745

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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