AVORY & CO.
Total AUM
$353.2M
Employees
3Clients
125Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2665 S BAYSHORE DR.
UNIT 307
MIAMI
FL 33133
United States
UNIT 307
MIAMI
FL 33133
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Monday - Friday
Phone
305-306-9494
Financials
Total AUM
$353.2M
Accounts
125Discretionary
$142.6M
Accounts
120Non-Discretionary
$210.6M
Accounts
5
Clients
Individual Clients
56AUM
$33.8M
HNW Individual Clients
41AUM
$92.4M
Corporation or Business Clients
28AUM
$227M
Services
Services Offered
Individual Portfolio ManagementMarket TimingPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZFLNHPRTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.