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Home > Retirement Planners > connecticut > greenwich > AVITY INVESTMENT MANAGEMENT INC.
AVITY INVESTMENT MANAGEMENT INC.
80 Field Point Rd.
Greenwich, Connecticut 06830-6416
Tel: 203-629-2800
About AVITY INVESTMENT MANAGEMENT INC.
AVITY INVESTMENT MANAGEMENT INC, formally registered with the SEC as AVITY INVESTMENT MANAGEMENT INC. The firm was established in 03/26/1970. They have over 1 offices throughout the country.
AVITY INVESTMENT MANAGEMENT INC. is a Greenwich, Connecticut based Financial Planning firm with nearly $1,674,330,109 assets under management, offering retirement planning & investment advisory services to 763 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104623 |
| SEC# | 801-6449 |
| Assets Managed by Firm | $1,674,330,109 |
| No. of Clients | 763 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 763 | $1,674,330,109 |
| Individuals (other than high net worth individuals) | 21 | $5,738,106 |
| High net worth individuals | 229 | $1,368,933,373 |
| Pension and profit sharing plans | 5 | $40,673,959 |
| Charitable organizations | 19 | $169,674,604 |
| Corporations or other businesses | 10 | $89,310,067 |
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