AVV

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Highland Beach, Florida
CRD number
335970
Registered since
April 22, 2025

Firm profile

FINTRX

Overview

AVV is a limited liability company that registered with the SEC in 2025 and operates as an adviser and sponsor of pooled investment vehicles. The firm identifies its owner type as an individual and is classified as unclassified in the snapshot data. AVV carries industry roles that include acting as an investment adviser/sponsor, general partner, and managing member of pooled funds. The firm does not report activity as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • EDWARD THAI

    General PartnerCRD 6933191

  • BINH TRAN

    General PartnerCRD 6933189

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Highland Beach, FL

PALM BEACH

Location

Highland Beach, FL

Headquartered in Highland Beach, 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
4215 Tranquility Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth