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 organized as a limited liability company and has been SEC-registered since 1999. FINTRX classifies the firm as an investment bank rather than as a capital allocator or discretionary investment manager. Ownership is reported as a mix of a domestic entity and individual ownership. The firm is not flagged as an active ESG investor, and it is not registered as a multi-state adviser. FINTRX does not list pension consulting, related-adviser relationships, or details on fee structure and advisory activities; no activity or affiliation narrative was provided in the source data.
Assets & Accounts
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 1JOEL OERTLING
Vice President, CFOCRD 4363337
Contacts
3 of 5ANGELA 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
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