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Timothy Michael Kelly

Avondale Conquest, LLC

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About Timothy Michael Kelly

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.

Firm Information

Timothy Kelly is currently registered with Avondale Conquest, LLC. 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.

$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.

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Timothy Kelly’s Registration & Firm History

CA

10/08/2002 - Present

Avondale Conquest, LLC (SAUSALITO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Michael Kelly.
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