Avenue Retirement Services

Avenue Retirement Services (CRD# 165606) is a financial advisory firm headquartered in Frisco, TX. They manage $2,600,000 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $29,213
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
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.

TX

Financial Advisors at Avenue Retirement Services
Showing 1 - 1 of 1 top financial advisors.
1
Charles D. Fox
CRD#: 4229030
Little Elm, TX
93
Wealthminder
score

Charles Fox (CRD# 4229030) is an Investment Advisor Representative working at Avenue Retirement Services in Little Elm, TX and has over 15 years of experience in the finance industry.

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