Avant Garde Capital
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 154529
- Website
- www.avant-gardecapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Derivatives30%
- Cash & Cash Equivalents28%
Owners & executives
1 of 1Mark Prosper
Chief Operations OfficerCRD 5561728
Contacts
1 of 1La Nedra Munson
Investment Advisor RepresentativeCRD 6058193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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