Avant Garde Advisors LLC is a large advisory firm based in Centennial. It manages $362.9 million of regulatory assets for 632 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Colorado, and 8 other states.
Avant Garde Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Avant Garde Advisors LLC is $362.9 million. The firm's AUM has grown by 194% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Avant Garde Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Travis Lee Cook has served as the Chief Investment Officer since 1 Mar 2011. Avant Garde Wealth Mangement Inc. joined the executive team most recently as the Managing Member.
The principal office where Avant Garde Advisors LLC performs its advisory services is located at 9155 E Nichols Ave, Centennial, CO 80112, which is also the mailing address of the firm. An additional office of the firm is in Century City, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-900-1370 or by fax 866-956-1628. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at agadvisorsonline.com/.