AVITY INVESTMENT MANAGEMENT INC.

GREENWICH, Connecticut·5 registered advisors·CRD# 104623

SEC# 801-64490203-629-2800

01

Firm Overview

AUM

$1.7B

Regulatory assets under management

Employees

8

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at AVITY INVESTMENT MANAGEMENT INC.

5 registered advisors

Christopher D Ward

GREENWICH, Connecticut

Edward Charles Long

GREENWICH, Connecticut

Howard Park Duncan

GREENWICH, Connecticut

Stephen Kirkman Grimm

GREENWICH, Connecticut

Thomas Howard Gillespie

GREENWICH, Connecticut

05

Office Locations

GREENWICH, Connecticut

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Data sourced from SEC Form ADV filings. AVITY INVESTMENT MANAGEMENT INC. (CRD# 104623) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.