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
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts226ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Avenue Retirement Services
1
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.
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