Catherine
Maniscalco Avery

Caim LLC

CRD#1427402
Investment Advisor
in Longboat Key, FL

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About this Advisor

Catherine Maniscalco Avery is a financial advisor operating in Longboat Key, Florida with 3 years of industry experience. Maniscalco Avery is currently employed by Caim LLC. Throughout their career, they have worked at Catherine Avery Investment Management LLC and Hightower Advisors LLC. Maniscalco Avery has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut. Caim LLC is a financial advisory business operating out of Longboat Key, FL. It manages $111 million in total assets between its 315 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 315 accounts, 88% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company offers a few services, including portfolio management for individuals and small businesses and other services. Financial management fees vary depending on which service is provided. However, fees charged by Caim LLC most likely consist of any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Others

Office Location

595 Bay Isles Road Suite 210
Longboat Key, FL 34228

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Caim LLC Brokerage Details

Total Assets Under Management

$110,636,360

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

315

FL Average: 2,474
Average Account Size

$351,227

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Catherine Maniscalco Avery Work History

Catherine has been registered as a financial advisor for 3 years.*

2009 - Present (15 years)

Hightower Advisors LLC

2007 - Present (17 years)

Catherine Avery Investment Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Catherine Maniscalco Avery 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 Caim LLC

Catherine Maniscalco Avery
Longboat Key, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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