← Back to searchVisit website
AVITY INVESTMENT MANAGEMENT INC.
CRD 104623 · SEC 801-6449
80 FIELD POINT RD., GREENWICH, CT, 06830-6416, United States
Phone
203-629-2800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.03B
Discretionary AUM
$2.03B
Team
8 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $11.7M |
| High net worth individuals | 241 | $1.69B |
| Charitable organizations | 20 | $178.2M |
| Corporations/business entities | 9 | $89.3M |
States served
CA, CO, GA, LA, MA, NY, OR, SC, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD