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Avondale Conquest, LLC

Headquartered in SAUSALITO, CA

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Firm Information

Avondale Conquest, LLC is an investment advisor based in Avondale, Arizona. The firm manages a total of $46 million in assets for 2 pooled investment vehicles. The firm also provides portfolio management services for pooled investment vehicles.

Avondale Conquest, LLC

$46.00M

Assets Under Management

2

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

AVONDALE CONQUEST, LLC has a total of 2 branch locations across the country.
location

SAUSALITO, CA

location

NASHVILLE, TN

Advisors at Avondale Conquest, LLC

View All 3 Advisors
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Robert Patrick Shepherd

RA

SAUSALITO, CA

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Philip Donald Krebs

RA

SAUSALITO, CA

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Timothy Michael Kelly

CFA®, RA

SAUSALITO, CA

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Disclosures

There are no public disclosures for Avondale Conquest, LLC.

Frequently Asked Questions (5)

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