A
$471.7K Total AUM
$388.5K Disc. AUM
-- 3Y CAGR
3 Employees
15 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-24-2011
- Office Locations
- 2
Office Locations
3455 Peachtree RD 5TH Floor Atlanta GA
-- Cerritos CA
About Avant Garde Capital
Avant-Garde Capital is a boutique, registered investment advisory firm based in Atlanta serving retail and institutional investors. The firm emphasizes capital growth through cash flow, using active management of stocks, options and other derivatives alongside ETFs to target monthly and quarterly cash returns accessible to clients. Also provides financial and tax consulting. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$235.8K AVG AUM / ADVISOR
$31.4K AVG AUM / CLIENT
13.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MARK D PROSPER
Director, Manager
- CRD
- #5561728
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
L
LA NEDRA MUNSON
--
- CRD
- #6058193
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,456 | -- |
| Non-Discretionary | $83,213 | -- |
| Total | $471,669 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing