Managing Member · Avos Capital Management, LLC
Peter D. Joers
CRD 2169200 · Named on Form ADV at one SEC-registered adviser
At a glance
Avos Capital Management, LLC, an SEC-registered wealth manager based in Darien, CT with $298 million in regulatory assets, lists Peter D. Joers on its Form ADV as Managing Member, a control person.
Firms and roles
- Avos Capital Management, LLCManaging MemberWealth manager · Darien, CT · $298M in regulatory assets
AtlasMembers
Peter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joshua D. BlanchfieldCEO / CIO / Managing Member, Avos Capital Management, LLC
- Michael W. PolanskyMember, Avos Capital Management, LLC
- Martin N. HutterMember, Avos Capital Management, LLC
- Gregory C. PadgettCCO / General Counsel / COO, Avos Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.