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⚲
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| Financial Avenues LLC
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|
|---|---|
| CRD # | 153458 |
| SEC # | 801-134945 |
| CIK # | 0001589439 |
| AUM | $147.6 M (2026-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 913-735-7283 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 18.6 |
| (b) Individuals (high net worth individuals) | 50 | 127.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 147.6 |
| By Discretionary | ||
| Discretionary | 409 | 147.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 409 | 147.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.6 | |
| Total | 409 | 147.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001589439] |
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|---|---|---|
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WY | 0.1 |
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|
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|
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|
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IA | 0.1 |