1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AVIANCE CAPITAL PARTNERS LLC

Map pinNAPLES, FL
Phone239-598-4747
NotebookSEC #801-68979
Total AUM
$1.1B
Employees
11
Clients
373

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2180 IMMOKALEE ROAD, #301
NAPLES
FL 34110-1407
United States
Operating Hours
8:30 A.M - 5 P.M.
Monday - Friday
Phone
239-598-4747
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
974
Discretionary
$1.1B
Accounts
970
Non-Discretionary
$4.1M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
162
AUM
$79.4M
HNW Individual Clients
210
AUM
$1B
Charitable Organization Clients
1
AUM
$2.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALCAFLGAILMAMINCNYOHPATNTXVAVT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account