Avondale Partners, LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 46838
- Registered since
- May 20, 1999
- Website
- www.avondalepartnersllc.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Joel Oertling
Vice President, CFOCRD 4363337
Contacts
3 of 5
Angela Bates
Operations ManagerCRD 1646057

Jonathan Morphett
Managing PartnerCRD 1567821

Allison Brown
Managing DirectorCRD 5196957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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