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 LLC-structured investment firm registered with the SEC since 1999 and classified in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is recorded as operating only within a single state for advisory purposes and is not described as a pension consultant or related adviser. Specifics on fee schedules, client segments, and day-to-day advisory activities were not 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 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
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