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 is classified in the dataset as an investment bank. The record identifies owner type as a mix of domestic entity and individual. Reported attributes indicate the firm does not act as a capital allocator, is not positioned as an ESG-focused investor, and is not identified as a multi-state adviser, pension consultant, newly formed adviser, or related adviser in the provided data. The balance of the available information points toward advisory activity rather than discretionary portfolio management: the firm's entire reported asset base is non-discretionary (see Assets & Accounts). The dataset does not disclose specific business lines, fee arrangements, client types, or advisory services, so the precise client-facing model and product set are not described here.
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
Contacts
3 of 5
Philip Krebs
Managing PartnerCRD 1215465

Joel Oertling
Vice President of FinanceCRD 4363337

Jonathan Morphett
Managing PartnerCRD 1567821
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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