Overview
Assets Under Management: $128 million
High-Net-Worth Clients: 69
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL AVENUES 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 #153458), FINANCIAL AVENUES is subject to fiduciary duty under federal law.
FINANCIAL AVENUES serves 69 high-net-worth clients according to their SEC filing dated November 13, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL AVENUES offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
FINANCIAL AVENUES manages $128 million in client assets according to their SEC filing dated November 13, 2025.
According to their SEC Form ADV, FINANCIAL AVENUES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 429
Discretionary Accounts: 429
Regulatory Filings
CRD Number: 153458
Filing ID: 2026877
Last Filing Date: 2025-11-13 10:42:00
Website: 2