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Home > Retirement Planners > connecticut > stamford > AVESI PARTNERS LLC
AVESI PARTNERS LLC
4 Star Point
Suite 202
Stamford, Connecticut 06902
Tel: (475) 333-3470
About AVESI PARTNERS LLC
AVESI PARTNERS LLC, formally registered with the SEC as AVESI PARTNERS LLC. The firm was established in 06/11/2021. They have over 2 offices throughout the country.
AVESI PARTNERS LLC is a Stamford, Connecticut based Financial Planning firm with nearly $1,109,898,574 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314570 |
| SEC# | 801-121437 |
| Assets Managed by Firm | $1,109,898,574 |
| No. of Clients | 3 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $1,109,898,574 |
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