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).
Current Firm Details
By the Numbers
-
Total Assets Under Management54MILLION
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Total Number of Accounts154ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Avenues Wealth, LLC
1
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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