← Back to searchVisit website
AVID PLANNING
AVID ADVISORY AND INVESTMENT GROUP LLC
CRD 284332
360 CENTRAL AVENUE, SUITE 1160, ST. PETERSBURG, FL, 33701, United States
Phone
727-228-6840
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.5M
Discretionary AUM
$58.5M
Team
2 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $19.2M |
| High net worth individuals | 24 | $39.4M |
All web addresses on file
Official SEC filing: View on IAPD