3350 Virginia St. Fl 2,
Suite 276
Miami, Florida 33133
Tel: 305-306-9494
AVORY & CO, formally registered with the SEC as AVORY & CO. The firm was established in 03/01/2019. They have over 1 offices throughout the country.
AVORY & CO. is a Miami, Florida based Financial Planning firm with nearly $332,982,213 assets under management, offering retirement planning & investment advisory services to 121 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284812 |
| SEC# | 801-114763 |
| Assets Managed by Firm | $332,982,213 |
| No. of Clients | 121 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 121 | $332,982,213 |
| Individuals (other than high net worth individuals) | 17 | $2,097,894 |
| High net worth individuals | 33 | $281,754,663 |
| Corporations or other businesses | 18 | $49,129,656 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
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