Avenue Retirement Services

Overview

Avenue Retirement Services is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include both percentage-of-AUM billing and fixed fees, and the adviser reports no active ESG program. Investment behavior shows a clear equity orientation: exchange-traded equities are the dominant asset class in client accounts, supplemented by mutual funds and targeted allocations to alternative strategies. The firm operates as a single-owner RIA with a concentrated, client-focused practice rather than a multi-state or capital-allocating platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices