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AVID PLANNING
At AVID Planning, we specialize in helping mid-career, high-income professionals develop personalized financial plans that are tailored to their unique...
AVID PLANNING
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
Frequently asked questions
What is AVID PLANNING?
AVID PLANNING is a asset manager headquartered in St. Petersburg, United States.
When was AVID PLANNING founded?
AVID PLANNING was founded in 1986.
Where is AVID PLANNING headquartered?
AVID PLANNING is headquartered in St. Petersburg, United States, in the North America region.
What does Altss track for AVID PLANNING?
Altss maintains an OSINT-verified profile of AVID PLANNING covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is AVID PLANNING's website?
AVID PLANNING's public website is avidplc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is AVID PLANNING?
AVID PLANNING is classified by Altss as a Asset Manager, operating from United States within the North America region.
How does Altss source intelligence on AVID PLANNING?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was AVID PLANNING's Altss profile last updated?
AVID PLANNING's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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