AVIANCE CAPITAL PARTNERS LLC

2180 Immokalee Road, #301
Naples, Florida 34110-1407
Tel: 239-598-4747

About AVIANCE CAPITAL PARTNERS LLC

AVIANCE CAPITAL PARTNERS LLC, formally registered with the SEC as AVIANCE CAPITAL PARTNERS LLC. The firm was established in 03/25/2008. They have over 2 offices throughout the country.

AVIANCE CAPITAL PARTNERS LLC is a Naples, Florida based Financial Planning firm with nearly $632,290,223 assets under management, offering retirement planning & investment advisory services to 721 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146597
SEC#	801-68979
Assets Managed by Firm	$632,290,223
No. of Clients	721
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	721	$632,290,223
Individuals (other than high net worth individuals)	137	$62,311,731
High net worth individuals	143	$569,978,492

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