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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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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