Overview
Assets Under Management: $202 million
Headquarters: JACKSON, MI
High-Net-Worth Clients: 49
Average Client Assets: $1.9 million
Frequently Asked Questions
AVERY WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147943), AVERY WEALTH, INC. is subject to fiduciary duty under federal law.
AVERY WEALTH, INC. is headquartered in JACKSON, MI.
AVERY WEALTH, INC. serves 49 high-net-worth clients according to their SEC filing dated March 01, 2024. View client details ↓
According to their SEC Form ADV, AVERY WEALTH, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
AVERY WEALTH, INC. manages $202 million in client assets according to their SEC filing dated March 01, 2024.
According to their SEC Form ADV, AVERY WEALTH, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.48%
Average Client Assets: $1.9 million
Total Client Accounts: 1,040
Discretionary Accounts: 1,040
Regulatory Filings
CRD Number: 147943
Filing ID: 1811235
Last Filing Date: 2024-03-01 12:45:00