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Building 2AVANT CAPITAL, LLC

Map pinLAFAYETTE, LA
Phone(337) 504-2221
NotebookSEC #801-123018
Total AUM
$176.2M
Employees
5
Clients
341

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 RICHLAND AVENUE
LAFAYETTE
LA 70508
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(337) 504-2221
Other Offices
1

ReceiptFinancials

Total AUM
$176.2M
Accounts
855
Discretionary
$173.5M
Accounts
852
Non-Discretionary
$2.7M
Accounts
3

ContactClients

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Individual Clients
272
AUM
$61.7M
HNW Individual Clients
67
AUM
$111.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M
Corporation or Business Clients
1
AUM
$159.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMSTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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