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AVONDALE WEALTH MANAGEMENT LLC
4407 Bee Cave Rd.
Suite 421
West Lake Hills, Texas 78746
Tel: 512-505-8148
About AVONDALE WEALTH MANAGEMENT LLC
AVONDALE WEALTH MANAGEMENT LLC, formally registered with the SEC as AVONDALE WEALTH MANAGEMENT LLC. The firm was established in 07/24/2015. They have over 2 offices throughout the country.
AVONDALE WEALTH MANAGEMENT LLC is a West Lake Hills, Texas based Financial Planning firm with nearly $250,378,896 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152590 |
| SEC# | 801-101528 |
| Assets Managed by Firm | $250,378,896 |
| No. of Clients | 504 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 504 | $250,378,896 |
| Individuals (other than high net worth individuals) | 78 | $61,130,004 |
| High net worth individuals | 40 | $189,248,892 |
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