Avondale Partners, LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
46838
Registered since
May 20, 1999

Firm profile

FINTRX

Overview

Avondale Partners, LLC is organized as a limited liability company and has been SEC-registered since 1999. The firm is classified in the data as an investment bank rather than a traditional multi-state advisory platform. Owner type is listed as a combination of a domestic entity and an individual. Reporting flags show it is not a capital allocator, not an active ESG investor, not a multi-state adviser and not newly formed; it is also not listed as a pension consultant or related adviser. Public-facing descriptions of the firm’s advisory activities, fee structure and client composition were not provided in the source data. That absence limits visibility into whether Avondale focuses on wealth management for high-net-worth individuals, institutional mandate management, or deal-oriented investment banking services.

Assets & Accounts

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

Owners & executives

1 of 1
  • Joel Oertling

    Joel Oertling

    Vice President, CFOCRD 4363337

Contacts

3 of 5
  • Angela Bates

    Angela Bates

    Operations ManagerCRD 1646057

  • Jonathan Morphett

    Jonathan Morphett

    Managing PartnerCRD 1567821

  • Allison Brown

    Allison Brown

    Managing DirectorCRD 5196957

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
4322 Harding Pike
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth