Unclaimed
Timothy Kelly is a registered Investment Advisor Representative with Avondale Conquest, LLC in Sausalito, CA. Timothy has been in the industry since June 2002 and has a Chartered Financial Analyst designation. Avondale Conquest, LLC is a registered investment advisor with the state of California. The firm has 2 clients, approximately 46,000,000 in assets under management, and provides portfolio management for pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
10/08/2002 - Present
Avondale Conquest, LLC (SAUSALITO CA)
Active
Inactive
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