FIND A AVM, L.P. FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at AVM, L.P.
Looking for a Financial Advisor at AVM, L.P.?
We have compiled every financial advisor who works at AVM, L.P. in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
FIRM PROFILE
Overview
AVM, L.P. is located at 777 Yamato Road Suite 300, Boca Raton, FL 33431 and was first established at Florida, Illinois in 09/30/1983. After operating for 42 years, AVM, L.P. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AVM, L.P.’s clients are individuals and 0% of their clients are high net worth individuals. AVM, L.P. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AVM, L.P. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AVM, L.P.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AVM, L.P.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for AVM, L.P. Comes From
Understanding the Statistics for AVM, L.P. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
No Information
No Information
FIRM INFORMATION
777 Yamato Road Suite 300, Boca Raton, FL 33431
777 Yamato Road Suite 300, Boca Raton, FL 33431
Small
(561) 544-4400
Illinois since 09/30/1983
Partnership
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| HSZ HOLDINGS, LLC | LIMITED PARTNER | ||
| LESTER N. COYLE REVOCABLE TRUST | LIMITED PARTNER | ||
| PANTHERS INVESTMENT LIMITED PARTNERSHIP | LIMITED PARTNER | ||
| PELLEGRINO, CHRISTIAN MINASSIAN | LIMITED PARTNER | 6053985 | |
| PREST, JASON | LIMITED PARTNER | 4475716 | |
| SARAOGI HOLDINGS, LLC | LIMITED PARTNER | ||
| WYLER, SCOTT LAWRENCE | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | 2869488 | |
| WYLER, SCOTT LAWRENCE | LIMITED PARTNER | 2869488 | |
| ANUAR, YELENA NMN | CHIEF FINANCIAL OFFICER | 6253705 | |
| ANUAR, YELENA NMN | LIMITED PARTNER | 6253705 | |
| AVM ASSOCIATES LLC | GENERAL PARTNER | ||
| COYLE, LESTER NOEL | TRUSTEE OF THE LESTER N. COYLE REVOCABLE TRUST | 4727659 | |
| HANSEN, KAREN MARIE | GENERAL COUNSEL | 5291197 | |
| HANSEN, KAREN MARIE | TRUSTEE OF THE KAREN M. HANSEN REVOCABLE TRUST | 5291197 | |
| OLOFSSON, THOMAS ROLF | LIMITED PARTNER | 3244639 | |
| PRINTZ, ROBERT ANDREW | PRESIDENT | 2348404 | |
| THE KAREN M. HANSEN REVOCABLE TRUST | LIMITED PARTNER |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at AVM, L.P.
Timothy Sean Cassidy
Todd Philip Geismann
Ronald Martin Tagoff
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
