Avondale Wealth Management LLC
Avondale Wealth Management LLC (CRD# 152590) is a financial advisory firm headquartered in Austin, TX. They manage $217,020,281 in 483 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Avondale Wealth Management LLC
By the Numbers
-
Total Assets Under Management217MILLION
-
Total Number of Accounts483ACCOUNTS
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Average Account Value$449,317
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Avondale Wealth Management LLC
1
Justin Jacobs (CRD# 4268827) is an Investment Advisor Representative working at Avondale Wealth Management LLC in Austin, TX and has over 23 years of experience in the finance industry.
2
Steven Price (CRD# 6548741) is an Investment Advisor Representative working at Avondale Wealth Management LLC in Austin, TX and has over 8 years of experience in the finance industry.
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