Caleb
Avant

Advisors Asset Management, Inc

CRD#7513354
Investment Advisor
in Boca Raton, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Caleb Avant is a financial advisor based in Boca Raton, Florida, working with Advisors Asset Management, Inc. Caleb has previously held positions at Advisors Asset Management, Inc, J Alexanders Holding Inc, Hillstone Restaurant Group, Roof Claim, Aia Valet, Florida Atlantic University, and Boca Raton Community High School. Caleb has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Caleb is part of Advisors Asset Management, Inc, which operates out of Boca Raton, Florida. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

1499 W. Palmetto Park Road Suite 401
Boca Raton, FL 33486

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$3,853,640,375

FL Average: $2,349,664,866
Total Number of Employees

272

FL Average: 28
Total Number of Accounts

1,767

FL Average: 1,101
Average Account Size

$2,180,894

FL Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Caleb Avant Work History

2022 - Present (3 years)

Advisors Asset Management, Inc

2021 - 2022 (1 year)

J Alexanders Holding Inc

2020 - 2021 (1 year)

Hillstone Restaurant Group

2020 - 2020 (< 1 year)

Roof Claim

2017 - 2020 (3 years)

Aia Valet

2015 - 2019 (4 years)

Florida Atlantic University

2011 - 2015 (4 years)

Boca Raton Community High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Caleb Avant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisors Asset Management, Inc

Robert Wilkinson
Doylestown, PA
Michael Pucci
Melville, NY
Evangeline Kanaris
Lisle, IL
Lory Espino
Boerne, TX
Nicholas Gregoire
Boerne, TX
Shane Brennan
West Chester, PA
Michael Petrucelli
Melville, NY
Casey Gage
Boerne, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started