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Building 2AVAIL INVESTMENT PARTNERS, LLC

Map pinLEMONT, PA
Phone814-996-7206
NotebookSEC #801-122134
Total AUM
$184.5M
Employees
8
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801-1 PIKE STREET
LEMONT
PA 16851
United States
Operating Hours
9-5
Monday - Friday
Phone
814-996-7206
Other Offices
7

ReceiptFinancials

Total AUM
$184.5M
Accounts
427
Discretionary
$184.5M
Accounts
427
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$23.9M
HNW Individual Clients
57
AUM
$160.2M
Investment Company Clients
1
AUM
$429.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLGAMANHNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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