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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-14-2013
- Office Locations
- 1
Office Locations
About Avenue Retirement Services
Avenue Retirement Services is a Texas-based independent RIA serving individual investors with retirement-focused planning and discretionary portfolio management. The firm helps with brokerage and retirement accounts, including 401(k) rollovers, asset consolidation, and Roth IRA conversions. Investment approach emphasizes diversified retirement income using ETFs, dividend stocks, REITs, and bond/fixed-income funds, with a $25k household minimum for new clients.
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CRM
Investment Themes
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Owner & Executives
CHARLES DARREN FOX
Managing Member
- CRD
- #4229030
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,490,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,490,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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