Overview
Assets Under Management: $2.0 billion
High-Net-Worth Clients: 3
Average Client Assets: $86 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.84
Average High-Net-Worth Client Assets: $86 million
Total Client Accounts: 461
Non-Discretionary Accounts: 461
Regulatory Filings
CRD Number: 156771
Filing ID: 1999754
Last Filing Date: 2025-06-28 09:18:00
Website: https://avendus.com