Caleb Ty Avant

Advisors Asset Management, INC.

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Advisors Asset Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

133 advisors

Number of Clients

1,867 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

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

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Advisors Asset Management, INC.

May 2022 - Present · 3 yrs 9 mos

Advisors Asset Management, INC.Broker

April 2022 - Present · 3 yrs 10 mos

State Registrations2 states

FLNC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.