Avenues Wealth, LLC

Avenues Wealth, LLC (CRD# 290433) is a financial advisory firm headquartered in Winter Park, FL. They manage $54,344,116 in 154 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $352,884
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Avenues Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey D. Nielson
CRD#: 2911104
311 W. Fairbanks Avenue, Suite 201, Winter Park, FL 32789

Jeffrey Nielson (CRD# 2911104) is an Investment Advisor Representative working at Avenues Wealth, LLC in Winter Park, FL and has over 25 years of experience in the finance industry.

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