Be advised. This firm is no longer registered.

Avr Boulder Bay Capital, LLC

Avr Boulder Bay Capital, LLC (CRD# 159477) is a financial advisory firm headquartered in Sierra Madre, CA. They manage $18,914,000 in 24 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $788,083
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Avr Boulder Bay Capital, LLC
No Advisor Found.
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