AVITY INVESTMENT MANAGEMENT INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Connecticut, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	763	$1.7B
Non-Discretionary	0	$0
Total	763	$1.7B

Clients

Type	Number	RAUM
Individuals	21	$5.7M
HNW Individuals	229	$1.4B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	5	$40.7M
Charitable organizations	19	$169.7M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	10	$89.3M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-6449
SEC ERA File Number	801-6449
SEC CIK Numbers	926834
SEC CRD Numbers	104623
Legal Entity Identifier	None

Principal Office

80 FIELD POINT RD.
GREENWICH
CT
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic