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AVORY & CO.

3350 Virginia St. Fl 2,
Suite 276
Miami, Florida 33133
Tel: 305-306-9494

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About AVORY & CO.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#284812
SEC#801-114763
Assets Managed by Firm$332,982,213
No. of Clients121
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
  • Market timing services

Firm Client Information

No. of ClientsAUM
Firm Total121$332,982,213
Individuals (other than high net worth individuals)17$2,097,894
High net worth individuals33$281,754,663
Corporations or other businesses18$49,129,656

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