AVERY WEALTH, INC.

JACKSON, Michigan·1 registered advisor·CRD# 147943
SEC# 801-1200780517-783-1695
01

Firm Overview

AUM
$202M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AVERY WEALTH, INC.

1 registered advisor
Daniel Avery Reese
JACKSON, Michigan
05

Office Locations

JACKSON, Michigan
1 advisor

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Data sourced from SEC Form ADV filings. AVERY WEALTH, INC. (CRD# 147943) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.