Avondale Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
46838
Registered since
May 20, 1999

Firm profile

FINTRX

Overview

Avondale Partners, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The record identifies owner type as a mix of domestic entity and individual. Reported attributes indicate the firm does not act as a capital allocator, is not positioned as an ESG-focused investor, and is not identified as a multi-state adviser, pension consultant, newly formed adviser, or related adviser in the provided data. The balance of the available information points toward advisory activity rather than discretionary portfolio management: the firm's entire reported asset base is non-discretionary (see Assets & Accounts). The dataset does not disclose specific business lines, fee arrangements, client types, or advisory services, so the precise client-facing model and product set are not described here.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Philip Krebs

    Philip Krebs

    Managing PartnerCRD 1215465

  • Joel Oertling

    Joel Oertling

    Vice President of FinanceCRD 4363337

  • Jonathan Morphett

    Jonathan Morphett

    Managing PartnerCRD 1567821

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth