Investment adviser · CRD 122233
AVENUE ADVISORS, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed May 18, 2012
- Regulatory AUM
- $50.7M Form ADV · Item 5.F
- Client accounts
- 113 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 18, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
12707 HIGH BLUFF DRIVE, SUITE 200SAN DIEGO, CA, 92130, United States
CRD 122233
Filing source
Form ADV 647936 · May 18, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.