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CRD#: 46838
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

AVONDALE PARTNERS, LLC is located at 4322 Harding Pike Suite 450, Nashville, TN 37215 and was first established at New Orleans, Tennessee in 01/05/1999. After operating for 27 years, AVONDALE PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AVONDALE PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. AVONDALE PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AVONDALE PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AVONDALE PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AVONDALE PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for AVONDALE PARTNERS, LLC Comes From

Understanding the Statistics for AVONDALE PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
4322 Harding Pike Suite 450, Nashville, TN 37215
Mailing Address
4322 Harding Pike Suite 414, Nashville, TN 37205
Firm Size
Small
Phone Number
(615) 467-3500
Established
Tennessee since 01/05/1999
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV
Part 2 Brochures
PART 2A (10/2/2018)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
AVONDALE GROUP LLCVOTING MEMBER
KREBS, PHILIP DONALDMANAGING PARTNER1215465
MORPHETT, JONATHAN GUYMANAGING PARTNER1567821
OERTLING, JOEL DARRENCFO, FINOP, DIRECTOR OF FINANCE4363337
SHEPHERD, ROBERT PATRICKMANAGING PARTNER, CCO1221884

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Advisor's working at AVONDALE PARTNERS, LLC

RS

Robert Patrick Shepherd

Patrick Shepherd
IAR
RR
CRD#: 1221884
Location:
Nashville, TN 37203
Company:
AVONDALE CONQUEST, LLC
Disclosures:
Experience:
42 years
View Profile
PK

Philip Donald Krebs

IAR
RR
CRD#: 1215465
Location:
Nashville, TN 37203
Company:
AVONDALE CONQUEST, LLC
Disclosures:
Experience:
31 years
View Profile
JM

Jonathan Guy Morphett

RR
CRD#: 1567821
Location:
Nashville, TN 37205
Company:
AVONDALE PARTNERS, LLC
Disclosures:
Experience:
31 years
View Profile
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