Avenir Corporation
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 110545
- Registered since
- July 22, 1988
- Website
- www.avenircorp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.43%
- Individuals5.17%
- Pooled Investment Vehicles5.04%
- Corporations / Businesses2.5%
- Charitable Organizations1.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Avenir Corporation is an independent, SEC-registered advisory firm that has been operating since 1988. It functions as a capital allocator and manages portfolios for individual and family clients as well as institutional and pooled vehicles. The firm charges fees as a percentage of assets under management and focuses its advisory business on portfolio management across individuals/small businesses, pooled investment vehicles, and businesses or institutions. Avenir does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
3 of 5
Charles Mackall
ChairmanCRD 1860733
Carmen Gonzalez
Client Relationship ManagerCRD 2523922
James Rooney
Managed Client PortfoliosCRD 1684321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$3.4M in ETFs
100%
$3.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.3M | 1,930 | 39.14% |
Location
Alexandria, VA
Alexandria City
Location
Alexandria, VA
Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Alexandria City
- Address
- 277 S Washington St
- Time zone
- ET (UTC-5)
- Office locations
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