Avondale Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

4101 Parkstone Heights Dr Ste 250, Austi...

Phone Number

(512) 505-8148

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Avondale Wealth Management

Avondale Wealth Management is an independent wealth management firm that operates based on Christian principles, offering comprehensive financial advice. The firm emphasizes values such as integrity, conviction, and expertise, aiming to deliver high-quality service through proactive advice and innovative solutions. Their services are tailored for clients seeking personalized wealth management strategies. Avondale Wealth Management is a Registered Investment Advisor and typically recommends Fidelity Institutional Wealth Services for client account custodianship.Explore more
Avondale Wealth Management's Social MediaPopular SearchesAvondale Wealth Management LLCAvondale Wealth ManagementAvondaleAvondale Case Management Avondale Case ManagementAvondale Holdings LLCSIC Code 62,628NAICS Code 52,523Show more

Avondale Wealth Management Org Chart

MN
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Chief Executive Officer

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JB
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Chief Financial Officer & Chief Operating Off...

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avondale Wealth Managemen...

<$5M
1-10
Private
<$5M
2010
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
DN
Darren NorthamFinancial Consultant
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Avondale Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Avondale Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Avondale Wealth Management.

Avondale Wealth Management financials insights

Gather financial insights about Avondale Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$143K

See All Avondale Wealth Management's Financials Insights

Avondale Wealth Management Tech Stack

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Frequently Asked Questions Regarding Avondale Wealth Management

What is Avondale Wealth Management's official website?
Avondale Wealth Management's official website is www.avondalewealth.com
What is Avondale Wealth Management's Revenue?
Avondale Wealth Management's revenue is <$5 Million
What is Avondale Wealth Management's SIC code?
Avondale Wealth Management's SIC: 62,628
What is Avondale Wealth Management's NAICS code?
Avondale Wealth Management's NAICS: 52,523
How many employees does Avondale Wealth Management have?
Avondale Wealth Management has 1-10 employees
What industry does Avondale Wealth Management belong to?
Avondale Wealth Management is in the industry of: Finance, Securities Trading
What is Avondale Wealth Management competition?
Avondale Wealth Management top competitors include: Stockade Wealth Management, Ascential Wealth, Pillar Wealth Management, Clay Northam Wealth Management
What technology does Avondale Wealth Management use?
Some of the popular technologies that Avondale Wealth Management uses are: Squarespace Online Stores, Adobe Typekit, GoDaddy DNS, Squarespace
Who is the CFO of Avondale Wealth Management?
Avondale Wealth Management's CFO is Joanne Burks
How do I contact Avondale Wealth Management?
Avondale Wealth Management contact info: Phone number: (512) 505-8148 Website: www.avondalewealth.com
What does Avondale Wealth Management do?

Avondale Wealth Management is an independent wealth management firm that operates based on Christian principles, offering comprehensive financial advice. The firm emphasizes values such as integrity, conviction, and expertise, aiming to deliver high-quality service through proactive advice and innovative solutions. Their services are tailored for c... lients seeking personalized wealth management strategies. Avondale Wealth Management is a Registered Investment Advisor and typically recommends Fidelity Institutional Wealth Services for client account custodianship.Read More

What are Avondale Wealth Management social media links?
Avondale Wealth Management Linkedin page
Is Avondale Wealth Management a public company?
Avondale Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Avondale Wealth Management

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