CAIM LLC Information

View Top Employees from CAIM LLC

As a boutique investment firm, Catherine Avery & her team at CAIM, LLC work with independent financial advisors & high net-worth clients who want to outsource their money management. In addition to more than 25 years of portfolio manager experience, Catherine & CAIM also bring to the table benefits you won’t often find working with a larger firm: • Personalized focus • Transparency • Clear understanding of your goals • Honesty and integrity • Accessibility • Low fee structure To find out how CAIM, LLC can help you secure your financial future, please call us at 203-717-1850 or visit our website www.caimllc.com

Website	http://www.caimllc.com
Revenue	$15 million
Employees	3 (2 on RocketReach)
Founded	2007
Address	595 Bay Isles Rd, Longboat Key, Florida 34228, US
Phone	+1 203-717-1850
Technologies	JavaScript , HTML , PHP +12 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Investment Management, Financial Advisory, Portfolio Management, Wealth Management, Boutique Investment Firm, Money Management Services, High Net Worth Clients, Portfolio Optimization, Investment Strategies, Financial Planning, Asset Management, Retirement Planning, Estate Planning, Tax Optimization, Risk Management, Investment Consulting, Financial Solutions, Capital Preservation
Competitors	Novartis, AbbVie, Merck & Co., Inc., Genentech, Amgen, Regeneron, Gilead Sciences, Vertex Pharmaceuticals, Biogen, Lilly India +45 more (view full list)
SIC	SIC Code 67 Companies, SIC Code 672 Companies
NAICS	NAICS Code 5259 Companies, NAICS Code 52591 Companies, NAICS Code 52 Companies, NAICS Code 525 Companies

CAIM LLC Questions

What is the annual revenue of CAIM LLC?

The CAIM LLC annual revenue was $15 million in 2026.

Who is the President of CAIM LLC?

Catherine Avery is the President of CAIM LLC.

How many people are employed at CAIM LLC?

2 people are employed at CAIM LLC.

Where is CAIM LLC based?

CAIM LLC is based in Longboat Key, Florida.

What is the NAICS code for CAIM LLC?

The NAICS codes for CAIM LLC are [5259, 52591, 52, 525].

What is the SIC code for CAIM LLC?

The SIC codes for CAIM LLC are [67, 672].

Top CAIM LLC Employees

Catherine Avery

President at CAIM LLC

Longboat Key, FL, US
1
- caimllc.com
5
- +1 203-644-XXXX
- +1 203-717-XXXX
- +1 203-966-XXXX
- +1 203-966-XXXX
- +1 603-781-XXXX

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