AVANT GARDE CAPITAL

RIASEC Registered
Total AUM
$582K
Discretionary
$484K
83% of AUM
Avg account
$41.6K
Accounts
14
Employees
3
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
154529
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI78.87%
  • Individuals16.84%
  • Other4.3%
Services
Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Avant Garde Capital operates as a limited liability company, primarily focusing on portfolio management for individuals and small businesses. The firm also engages in educational seminars and workshops, which indicates a commitment to client education and empowerment. While the firm does not classify itself as an ESG investor, it does provide a range of services that include insurance brokerage. The client base consists of individuals and families, and the firm employs a fee structure that includes a percentage of assets under management, hourly charges, fixed fees, and performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Derivatives 30%, Cash & Cash Equivalents 28%42%
  • Exchange Traded Equities42%
  • Derivatives30%
  • Cash & Cash Equivalents28%

Owners & executives

1 of 1
  • MARK PROSPER

    Chief Operations OfficerCRD 5561728

Contacts

1 of 1
  • LA NEDRA MUNSON

    Investment Advisor RepresentativeCRD 6058193

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3455 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth