Avos Capital Management, LLC

Avos Capital Management, LLC (CRD# 313979) is a financial advisory firm headquartered in , . They manage $245,639,822 in 43 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
https://avos.co
By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $5,712,554
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, NH, NY, PA, TX, WA

Financial Advisors at Avos Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter Joers, financial advisor Seattle WA
Peter D. Joers
CRD#: 2169200
Seattle, WA

Peter Joers (CRD# 2169200) is an Investment Advisor Representative working at Avos Capital Management, LLC in Seattle, WA and has over 32 years of experience in the finance industry.

2
Joshua Blanchfield, financial advisor Boulder CO
Joshua D. Blanchfield
CRD#: 7360154
Boulder, CO

Joshua Blanchfield (CRD# 7360154) is an Investment Advisor Representative working at Avos Capital Management, LLC in Boulder, CO and has over 3 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals