Avestar Capital

EST. AUM
$2,066,742,787

CONTACTS
6

CLIENT ACCOUNTS
190

Firm Details

Metro area New York City
CRD Number 287525
Website avestarcapital.com
Client types

Overview

Avestar Capital is an RIA based in New York. They were formerly a Merrill Lynch PBIG team. Avestar is a part of Dynasty Financial. Mutual fund and ETF models, core satellite approach, using active managers. And then, they also do utilize UMA model delivery through FolioDynamix and Envestnet. Sanjeet Dass will be your point of contact for investment research at Avestar.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Avestar Capital

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company