|
⚲
|
| Keyboard |
| Financial Avenues LLC
✚
|
|
|---|---|
| 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 - 2026 |
|---|---|---|
| D | [0001589439] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 66 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fiduciary Capital Management LLC
✚
|
WY | 149.2 M |
|
Peak American Investment Advisors Inc
✚
|
TX | 149.0 M |
|
Townsend Financial Planning LLC
✚
|
KY | 148.3 M |
|
Mueller Wealth LLC
✚
|
WI | 148.1 M |
|
Barrett Wealth Connection LLC
✚
|
IL | 148.0 M |
|
RABE Investment Consulting Group
✚
|
OH | 147.3 M |
|
The Wealth Advisory Team LLC
✚
|
KY | 147.0 M |
|
Vision Capital Partners
✚
|
MI | 146.6 M |
|
MFG Investments LLC
✚
|
NJ | 146.5 M |
|
Guncheon Financial LLC
✚
|
IA | 146.2 M |