Avenue Advisors, LLC
Avenue Advisors, LLC (CRD# 122233) is a financial advisory firm headquartered in San Diego, CA. They manage $62,017,355 in 124 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management62MILLION
Total Number of Accounts124ACCOUNTS
Average Account Value$500,140
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jean Sinclair (CRD# 2201521) is an Investment Advisor Representative working at Avenue Advisors, LLC in San Diego, CA and has 1 year of experience in the finance industry. Jean Sinclair 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.