Updated:
AVID PLANNING
At AVID Planning, we specialize in helping mid-career, high-income professionals develop personalized financial plans that are tailored to their unique...
Overview
At AVID Planning, we specialize in helping mid-career, high-income professionals develop personalized financial plans that are tailored to their unique preferences and experiences. We call this a purpose-driven money system.
General information
Firm type
Asset Manager
Year founded
1986
Location
Region
North America
Country
United States
City
St. Petersburg
Corporate office
New York, NY, United States
Principals
Gregory M. Smith
Chief Investment Officer
Anita G. Zucker
Principal
Sector focus
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: