Avondale Wealth Management is an investment advisor in Austin with $207.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272102913
SEC advisor number
801-101528
FINRA CRD number
152590
AUM ?
$250.38 mm
(as of 27 Mar 24)
Accounts
504
(as of 27 Mar 24)
Employees
5
(2 investment advisory or research)
Address
Avondale Wealth Management
4101 PARKSTONE HEIGHTS DR. # 250
AUSTIN
TX 78746
4101 PARKSTONE HEIGHTS DR. # 250
AUSTIN
TX 78746
Phone
5125058148
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jul 24
13F-HR
Quarterly holdings report by institutional manager
2 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22