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. The firm is classified in public records as an investment bank rather than a discretionary asset manager or capital allocator. Records indicate domestic ownership with individual ownership interests. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as 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
Philip Krebs
Managing PartnerCRD 1215465
Jonathan Morphett
Managing PartnerCRD 1567821
Angela Bates
Operations ManagerCRD 1646057
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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