Adviser Profile
| As of Date | 12/14/2025 |
| Registration status | Registration Changed to FINANCIAL AVENUES LLC |
| Contact Info | 913 xxxxxxx |
| Websites |
| AUM* | 127,715,226 |
| of that, discretionary | 127,715,226 |
| Number of Employees | 4 300% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 297,704 |
| % High Net Worth | 35.03% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds