Avity Investment Management Inc.

Avity Investment Management Inc. (CRD# 104623) is a financial advisory firm headquartered in Greenwich, CT. They manage $1,674,330,109 in 763 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,674
    MILLION
  • Total Number of Accounts
    763
    ACCOUNTS
  • Average Account Value
    $2,194,404
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, LA, MA, NY, OR, SC, TX

Financial Advisors at Avity Investment Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Howard P. Duncan
CRD#: 4340489
80 Field Point Road, Greenwich, CT 06830

Howard Duncan (CRD# 4340489) is an Investment Advisor Representative working at Avity Investment Management Inc. in Greenwich, CT and has 1 year of experience in the finance industry.

2
Stephen K. Grimm
CRD#: 1669632
80 Field Point Road, Greenwich, CT 06830

Stephen Grimm (CRD# 1669632) is an Investment Advisor Representative working at Avity Investment Management Inc. in Greenwich, CT and has over 34 years of experience in the finance industry.

3
Edward C. Long
CRD#: 2533062
80 Field Point Rd., Greenwich, CT 06830

Edward Long (CRD# 2533062) is an Investment Advisor Representative working at Avity Investment Management Inc. in Greenwich, CT and has over 29 years of experience in the finance industry.

4
Christopher D. Ward
CRD#: 5817018
80 Field Point Rd., Greenwich, CT 06830

Christopher Ward (CRD# 5817018) is an Investment Advisor Representative working at Avity Investment Management Inc. in Greenwich, CT and has over 13 years of experience in the finance industry.

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