A
$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- North optimaEagle +more
- Established Date
- 08-11-2023
- Office Locations
- 1
Office Locations
-- Palos Park IL
About Avenue 90
Avenue 90 is a fiduciary-only planning and investment management firm serving growing families and those nearing retirement. It provides hourly advice, one-time financial plans, and ongoing portfolio management with an emphasis on tax-efficient planning and low-cost investing. The practice supports delegators and DIY validators, works virtually or in person, and uses Schwab Alliance for client access.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$634.8K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Ridge glacier Zenith prime Signal momentum
Custodian
Wave vector Radial crest Vertex pathway
Investment Themes
Summit Fusion delta
Investment Vehicles
Insight Vertex
Services
Catalyst Delta Glacier Alpha value Wave Legacy Alpha vector Insight prime Ember frontier Value delta
Technology
Capital signal Foundation Eagle bridge Legacy capital North pioneer
Owner & Executives
ARUN SONI
Chief Compliance Officer, FOUNDER
- CRD
- #6945160
- Ownership
- 75% or more
(462) 830-5515
signal.harbor@northcapital.com
in linkedin.com/in/north-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,522,106 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,522,106 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,522,106
Public Funds:
49.3% Equity - Exchange:
25.6% Cash:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,189,728,165 | 49.3% |
| Equity - Exchange | $2,175,599,209 | 25.6% |
| Cash | $2,133,107,038 | 25.1% |
| Total | $8,498,434,412 | 100.0% |