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
- HNWI78.87%
- Individuals16.84%
- Other4.3%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Avant Garde Capital operates as a limited liability company, primarily focusing on portfolio management for individuals and small businesses. The firm also engages in educational seminars and workshops, which indicates a commitment to client education and empowerment. While the firm does not classify itself as an ESG investor, it does provide a range of services that include insurance brokerage. The client base consists of individuals and families, and the firm employs a fee structure that includes a percentage of assets under management, hourly charges, fixed fees, and performance-based fees.
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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