Avondale Asset Management
Avondale Asset Management (CRD# 157705) is a financial advisory firm headquartered in Santa Monica, CA. They manage $10,000,000 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$243,902
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL
Financial Advisors at Avondale Asset Management
No Advisor Found.
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