Claim Profile
LA

Lisa V. Amann

A-V CAPITAL MANAGEMENT, LLC·METAIRE, Louisiana
Unclaimed Profile
111 VETERANS BLVD., METAIRE, LA 70005CRD# 1532663Firm CRD# 142599
01

About

Lisa V. Amann is a registered financial advisor based in METAIRE, Louisiana, affiliated with A-V CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
A-V CAPITAL MANAGEMENT, LLC
A-V CAPITAL MANAGEMENT, LLC
AUM
$36M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIABLE
Regulatory
SEC/IARD CRD# 1532663
Firm CRD# 142599
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in METAIRE?

Browse all registered financial advisors in METAIRE, Louisiana or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lisa V. Amann offer?
Lisa V. Amann specializes in Investment Management, Wealth Management. Contact their office in METAIRE, Louisiana for a consultation.
What are Lisa V. Amann's credentials?
Lisa V. Amann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa V. Amann located?
Lisa V. Amann is based in METAIRE, Louisiana, working with A-V CAPITAL MANAGEMENT, LLC. Their office serves clients in the METAIRE metropolitan area and surrounding communities.
How does Lisa V. Amann charge for services?
Lisa V. Amann's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A-V CAPITAL MANAGEMENT, LLC?
A-V CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty