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 structured as a partnership with ownership characterized as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source dataset and identifies as neither a capital allocator nor an active ESG investor. It also does not report multi-state adviser status, newly formed adviser status, pension consulting activity, or affiliation as a related adviser. The dataset does not disclose the firm's advisory or business activities, client types, or fee arrangements.

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