Avondale Conquest, LLC

Avondale Conquest, LLC (CRD# 122821) is a financial advisory firm headquartered in Sausalito, CA. They manage $46,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
501 Humboldt, 2nd Fl, Sausalito, CA 94965
http://www.conquestfund.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $23,000,000
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Avondale Conquest, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy Kelly, financial advisor Sausalito CA
Timothy M. Kelly
CRD#: 4588857
501 Humboldt, 2nd Fl, Sausalito, CA 94965

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.

2
Philip Krebs, financial advisor Sausalito CA
Philip D. Krebs
CRD#: 1215465
501 Humboldt, 2nd Fl, Sausalito, CA 94965

Philip Krebs (CRD# 1215465) is an Investment Advisor Representative working at Avondale Conquest, LLC in Sausalito, CA and has over 29 years of experience in the finance industry.

3
Robert Shepherd, financial advisor Sausalito CA
Robert P. Shepherd
CRD#: 1221884
501 Humboldt, 2nd Fl, Sausalito, CA 94965

Robert Shepherd (CRD# 1221884) is an Investment Advisor Representative working at Avondale Conquest, LLC in Sausalito, CA and has over 40 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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