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Lisa V. Amann

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa V. Amann · METAIRE, LA
Registration
CRD #1532663 · A-V CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View all advisors at A-V CAPITAL MANAGEMENT, LLC →
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
View on FINRA BrokerCheck →

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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.
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Other Advisors at A-V CAPITAL MANAGEMENT, LLC

Cary Joseph Amann
METAIRE, LA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)MONROE (18)COVINGTON (15)HOUMA (9)HAMMOND (5)
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Research
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