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Building 2AVONDALE ASSET MANAGEMENT

Map pinSANTA MONICA, CA
Phone310-779-7383
NotebookSEC #801-80079
Total AUM
$11.3M
Employees
2
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 SANTA MONICA BLVD.
SUITE 1165W
SANTA MONICA
CA 90404
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
310-779-7383
Other Offices
1

ReceiptFinancials

Total AUM
$11.3M
Accounts
61
Discretionary
$10.3M
Accounts
60
Non-Discretionary
$1M
Accounts
1

ContactClients

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Individual Clients
30
AUM
$5.8M
HNW Individual Clients
1
AUM
$4.5M
Investment Company Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIL

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

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