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Building 2AVONDALE WEALTH MANAGEMENT LLC

Map pinDALLAS, TX
Phone214-871-8833
NotebookSEC #801-71174
Total AUM
$59M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14901 QUORUM DRIVE
SUITE 900
DALLAS
TX 75254
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
214-871-8833

ReceiptFinancials

Total AUM
$59M
Accounts
138
Discretionary
$57M
Accounts
127
Non-Discretionary
$2M
Accounts
11

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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