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Building 2AVITY INVESTMENT MANAGEMENT INC.

Map pinGREENWICH, CT
Phone203-629-2800
NotebookSEC #801-6449
Total AUM
$2B
Employees
8
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 FIELD POINT RD.
GREENWICH
CT 06830-6416
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
203-629-2800

ReceiptFinancials

Total AUM
$2B
Accounts
826
Discretionary
$2B
Accounts
826
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$11.7M
HNW Individual Clients
241
AUM
$1.7B
Pension/Profit Sharing Plan Clients
1
AUM
$54.2M
Charitable Organization Clients
20
AUM
$178.2M
Corporation or Business Clients
9
AUM
$89.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGALAMANYORSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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