Avondale Conquest, LLC

Avondale Conquest, LLC (CRD# 122821) is a financial advisory firm headquartered in Sausalito, CA. They manage $43,600,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $21,800,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Avondale Conquest, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert P. Shepherd
CRD#: 1221884
501 Humboldt, 2nd Fl, Sausalito, CA 94965
93
Wealthminder
score

Robert Shepherd (CRD# 1221884) is an Investment Advisor Representative working at Avondale Conquest, LLC in Sausalito, CA and has over 32 years of experience in the finance industry.

2
Timothy M. Kelly
CRD#: 4588857
501 Humboldt, 2nd Fl, Sausalito, CA 94965
90
Wealthminder
score

Timothy Kelly (CRD# 4588857) is an Investment Advisor Representative working at Avondale Conquest, LLC in Sausalito, CA and has 1 year of experience in the finance industry.

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