Caim LLC

Caim LLC (CRD# 144946) is a financial advisory firm headquartered in Longboat Key, FL. They manage $111,583,776 in 321 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
595 Bay Isles Road, Suite 210, Longboat Key, FL 34228
https://twitter.com/caim2712
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $347,613
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NY

Financial Advisors at Caim LLC
Showing 1 - 1 of 1 top financial advisors.
1
Catherine Maniscalco Avery, financial advisor Longboat Key FL
Catherine A. Maniscalco Avery
CRD#: 1427402
595 Bay Isles Road, Suite 210, Longboat Key, FL 34228

Catherine Maniscalco Avery (CRD# 1427402) is an Investment Advisor Representative working at Caim LLC in Longboat Key, FL and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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