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Home > Retirement Planners > pennsylvania > lemont > AVAIL INVESTMENT PARTNERS, LLC
AVAIL INVESTMENT PARTNERS, LLC
801-1 Pike Street
Lemont, Pennsylvania 16851
Tel: 814-996-7206
About AVAIL INVESTMENT PARTNERS, LLC
AVAIL INVESTMENT PARTNERS, LLC, formally registered with the SEC as AVAIL INVESTMENT PARTNERS, LLC. The firm was established in 08/24/2021. They have over 5 offices throughout the country.
AVAIL INVESTMENT PARTNERS, LLC is a Lemont, Pennsylvania based Financial Planning firm with nearly $105,366,362 assets under management, offering retirement planning & investment advisory services to 338 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315678 |
| SEC# | 801-122134 |
| Assets Managed by Firm | $105,366,362 |
| No. of Clients | 338 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 338 | $105,366,362 |
| Individuals (other than high net worth individuals) | 66 | $16,330,417 |
| High net worth individuals | 69 | $88,122,709 |
| Pension and profit sharing plans | 1 | $479,535 |
| Corporations or other businesses | 2 | $433,701 |
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