Overview
Assets Under Management: $632 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 198
Average Client Assets: $5 million
Frequently Asked Questions
AVIANCE CAPITAL 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 #146597), AVIANCE CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
AVIANCE CAPITAL PARTNERS LLC is headquartered in NAPLES, FL.
AVIANCE CAPITAL PARTNERS LLC serves 198 high-net-worth clients according to their SEC filing dated June 04, 2024. View client details ↓
According to their SEC Form ADV, AVIANCE CAPITAL PARTNERS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
AVIANCE CAPITAL PARTNERS LLC manages $632 million in client assets according to their SEC filing dated June 04, 2024.
According to their SEC Form ADV, AVIANCE CAPITAL PARTNERS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.18
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 721
Discretionary Accounts: 717
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 146597
Last Filing Date: 2024-06-04 00:00:00
Website: https://aviancepartners.com