Avant Garde Capital

RIASEC Registered
Total AUM
$472K
Discretionary
$388K
82% of AUM
Avg account
$42.9K
Accounts
11
Employees
3
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
154529
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI82.36%
  • Individuals12.72%
  • Other4.92%
Services
Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Avant Garde Capital is a limited liability company that serves individual and family clients. The firm combines portfolio management for individuals and small businesses with insurance brokerage services and delivers educational seminars and workshops. Its billing model is flexible: it charges asset-based fees as well as hourly and fixed fees, and it may assess performance-based fees on certain arrangements. The adviser does not identify as an ESG-focused manager and is not listed as a multi-state or newly formed adviser; it also does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Derivatives 30%, Cash & Cash Equivalents 28%42%
  • Exchange Traded Equities42%
  • Derivatives30%
  • Cash & Cash Equivalents28%

Owners & executives

1 of 1
  • Mark Prosper

    Chief Operations OfficerCRD 5561728

Contacts

1 of 1
  • La Nedra Munson

    Investment Advisor RepresentativeCRD 6058193

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3455 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth