Avenue 90
RIAState Registered
Total AUM
$9.5M
Discretionary
$9.5M
100% of AUM
Avg account
$232K
Accounts
41
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325651
- Website
- www.avenue90.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.49%
- Individuals48.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Avenue 90 is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning alongside portfolio management for individuals, small businesses, and other businesses or institutions. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Avenue 90 does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant 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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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