Overview
Assets Under Management: $139 million
Headquarters: LEMONT, PA
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Frequently Asked Questions
AVAIL INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315678), AVAIL INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
AVAIL INVESTMENT PARTNERS, LLC is headquartered in LEMONT, PA.
AVAIL INVESTMENT PARTNERS, LLC serves 48 high-net-worth clients according to their SEC filing dated January 05, 2026. View client details ↓
According to their SEC Form ADV, AVAIL INVESTMENT PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
AVAIL INVESTMENT PARTNERS, LLC manages $139 million in client assets according to their SEC filing dated January 05, 2026.
According to their SEC Form ADV, AVAIL INVESTMENT PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.66
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 373
Discretionary Accounts: 373
Regulatory Filings
CRD Number: 315678
Filing ID: 2037199
Last Filing Date: 2026-01-05 13:04:13