Avondale Partners, LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 46838
- Registered since
- May 20, 1999
- Website
- www.avondalepartnersllc.com
Firm profile
FINTRXOverview
Avondale Partners, LLC is an SEC-registered firm formed in 1999 and organized as a limited liability company. The firm is classified in the underlying dataset as an investment bank and appears structured under domestic ownership with an individual owner component. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.
Assets & Accounts
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
Owners & executives
1 of 1
Joel Oertling
Vice President, CFOCRD 4363337
Contacts
3 of 4
Angela Bates
Operations ManagerCRD 1646057
Jonathan Morphett
Managing PartnerCRD 1567821
Allison Brown
Managing DirectorCRD 5196957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 4322 Harding Pike
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Ica, LLC
Broker-DealerNashville, TN
Harpeth Securities, LLC
Broker-DealerNashville, TN
Brentwood Capital Advisors LLC
Broker-DealerNashville, TN
Rice Financial Products Company
Broker-DealerNashville, TN
Alliancebernstein Investments, Inc.
Broker-DealerNashville, TN
Velocityhealth Securities, Inc.
Broker-DealerNashville, TN