Avondale Wealth Management LLC
Legal Name: AVONDALE WEALTH MANAGEMENT LLC
Full Contact Details
Other Info
Avondale Wealth Management LLC is legally known as AVONDALE WEALTH MANAGEMENT LLC. It is a TX Limited Liability Company. This firm has 4 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 24, 2015.
Avondale Wealth Management
Avondale Wealth Management is an independent wealth management firm, grounded in Christian principles and committed to providing comprehensive financial advice. Our values are centered upon integrity, conviction, and expertise. Our goal is to provide a high standard of service utilizing proactive ad…
Direct Owners
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JOANNE G BURKS
CHIEF COMPLIANCE OFFICER owns less than 5%
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JUSTIN COY JACOBS
MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER owns more than 50% but less than 75%
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SAMUEL SEAN MCGEE
MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%
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Top Holdings
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- BERKSHIRE HATHAWAY $1,273k