Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > louisiana > lafayette > AVANT CAPITAL, LLC
AVANT CAPITAL, LLC
500 Richland Avenue
Lafayette, Louisiana 70508
Tel: (337) 504-2221
About AVANT CAPITAL, LLC
AVANT CAPITAL, LLC, formally registered with the SEC as AVANT CAPITAL, LLC. The firm was established in 01/10/2022. They have over 3 offices throughout the country.
AVANT CAPITAL, LLC is a Lafayette, Louisiana based Financial Planning firm with nearly $126,085,281 assets under management, offering retirement planning & investment advisory services to 760 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167961 |
| SEC# | 801-123018 |
| Assets Managed by Firm | $126,085,281 |
| No. of Clients | 760 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 760 | $126,085,281 |
| Individuals (other than high net worth individuals) | 263 | $67,386,745 |
| High net worth individuals | 40 | $54,024,096 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,959,066 |
| Corporations or other businesses | Fewer than 5 clients | $715,374 |
More Retirement Planning firms in Lafayette, Louisiana:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Lafayette, Louisiana