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Howard Park Duncan

AVITY INVESTMENT MANAGEMENT INC.·GREENWICH, Connecticut
Clean record26 years registeredAVITY INVESTMENT MANAGEMENT INC.
80 FIELD POINT RD., GREENWICH, CT 06830-6416CRD# 4340489Firm CRD# 104623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Howard Park Duncan · GREENWICH, CT
Registration
CRD #4340489 · AVITY INVESTMENT MANAGEMENT INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

AVITY INVESTMENT MANAGEMENT INC.
Mar 2000 – present
02

Registrations & Exams

Registration record
First registered · March 14, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVITY INVESTMENT MANAGEMENT INC.
CRD 104623 · SEC 801-6449
AUM
$1.7B
Regulatory assets under management
Employees
8
763 client accounts
Services offered by AVITY INVESTMENT MANAGEMENT INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AVITY INVESTMENT MANAGEMENT INC. →
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05

Frequently Asked Questions

What services does Howard Park Duncan offer?
Howard Park Duncan specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENWICH, Connecticut for a consultation.
What are Howard Park Duncan's credentials?
Howard Park Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Howard Park Duncan located?
Howard Park Duncan is based in GREENWICH, Connecticut, working with AVITY INVESTMENT MANAGEMENT INC.. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Howard Park Duncan charge for services?
Howard Park Duncan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVITY INVESTMENT MANAGEMENT INC.?
AVITY INVESTMENT MANAGEMENT INC. has approximately 8 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVITY INVESTMENT MANAGEMENT INC.

Stephen Kirkman Grimm
GREENWICH, CT
Christopher D Ward
GREENWICH, CT
CFA
Edward Charles Long
GREENWICH, CT
Thomas Howard Gillespie
GREENWICH, CT

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