First Avenue
Firm details
- Headquarters
- New York, New York
- CRD number
- 145860
- Registered since
- May 6, 2008
- Website
- www.firstavenue.com
Firm profile
FINTRXOverview
First Avenue is organized as a partnership and is registered with the SEC since 2008. FINTRX classifies the firm as unclassified and identifies its ownership as a combination of a domestic entity and an individual. The profile on file indicates the firm does not present itself as a capital allocator and is not flagged as an active ESG investor. Several typical firm attributes are not populated in FINTRX: client base, fee structure, and detailed advisory activities are not listed. The record also notes that First Avenue is not designated as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Lydia Plant
Chief Financial OfficerCRD 7390471
Contacts
3 of 17
Paul Buckley
Managing PartnerCRD 1822709
Michael Dunham
PartnerCRD 2533609

Jeffrey Davis
PartnerCRD 2790327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 461 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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