Avenue Retirement Services

Avenue Retirement Services (CRD# 165606) is a financial advisory firm headquartered in Frisco, TX. They manage $20,430,000 in 226 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2831 Eldorado Parkway, Suite 103 -148, Frisco, TX 75033
https://www.avenueretirement.com/
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $90,398
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Avenue Retirement Services
Showing 1 - 1 of 1 top financial advisors.
1
Charles Fox, financial advisor Frisco TX
Charles D. Fox
CRD#: 4229030
2831 Eldorado Parkway, Suite 103 - 148, Frisco, TX 75034

Charles Fox (CRD# 4229030) is an Investment Advisor Representative working at Avenue Retirement Services in Frisco, TX and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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