Avant-garde Advisors LLC

Avant-garde Advisors LLC (CRD# 151527) is a financial advisory firm headquartered in Centennial, CO. They manage $362,901,529 in 632 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    632
    ACCOUNTS
  • Average Account Value
    $574,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, IL, LA, MI, NE, NH, TX

Financial Advisors at Avant-garde Advisors LLC
Showing 1 - 10 of 15 top financial advisors.
1
Christopher A. Benson
CRD#: 2554227
9155 E Nichols Ave, Suite 175, Centennial, CO 80112
96
Wealthminder
score

Christopher Benson (CRD# 2554227) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Centennial, CO and has over 8 years of experience in the finance industry. Christopher Benson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bryan D. Cannon
CRD#: 4404016
9155 E Nichols Ave, Suite 175, Centennial, CO 80112
93
Wealthminder
score

Bryan Cannon (CRD# 4404016) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Centennial, CO and has over 16 years of experience in the finance industry.

3
Austin D. Coose
CRD#: 5254143
9155 E Nichols Ave, Suite 175, Centennial, CO 80112
93
Wealthminder
score

Austin Coose (CRD# 5254143) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Centennial, CO and has over 11 years of experience in the finance industry.

4
Mark Maguire
CRD#: 5494280
9155 E Nichols Ave, Suite 175, Centennial, CO 80112
93
Wealthminder
score

Mark Maguire (CRD# 5494280) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Centennial, CO and has over 9 years of experience in the finance industry.

5
Eric D. Patton
CRD#: 5136912
9155 E Nichols Ave, Suite 175, Centennial, CO 80112
93
Wealthminder
score

Eric Patton (CRD# 5136912) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Centennial, CO and has over 11 years of experience in the finance industry.

6
Douglas B. May
CRD#: 4901837
9155 E Nichols Ave, Suite 175, Centennial, CO 80112
90
Wealthminder
score

Douglas May (CRD# 4901837) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Centennial, CO and has 1 year of experience in the finance industry.

7
Jacqueline B. Yapp
CRD#: 2270080
10250 Constellation Blvd, 23rd Floor, West Hollywood, CA 90069
90
Wealthminder
score

Jacqueline Yapp (CRD# 2270080) is an Investment Advisor Representative working at Avant-garde Advisors LLC in West Hollywood, CA and has 1 year of experience in the finance industry. Jacqueline Yapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Daniel Yoo
CRD#: 2620532
6000 Greenwood Plaza Blvd, Suite 125, Greenwood Village, CO 80111
87
Wealthminder
score

Daniel Yoo (CRD# 2620532) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

9
Travis L. Cook
CRD#: 3019217
399 Perry St., Suite 204c, Castle Rock, CO 80104
83
Wealthminder
score

Travis Cook (CRD# 3019217) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Castle Rock, CO and has over 18 years of experience in the finance industry.

10
Jeffrey A. Murray
CRD#: 2415804
2150 Hwy 6 And 50, Grand Junction, CO 81505
81
Wealthminder
score

Jeffrey Murray (CRD# 2415804) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Grand Junction, CO and has over 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.