$11.3M Total AUM
$11.3M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-16-2022
- Office Locations
- 1
Office Locations
-- Concord MA
About AVK Partners
AVK Partners is a Concord, MA-based advisory firm providing financial planning and investment management with a goals-based, client-first approach. The team builds diversified portfolios using ETFs, mutual funds and fixed income, emphasizing asset allocation and risk management. Planning work can include tax, estate, insurance and business-succession needs. Custody supported at Charles Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$11.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Vertex legacy Oak prime
Custodian
Capital alpha Frontier
Investment Themes
Beacon eagle Ridge Vector unison
Investment Vehicles
Vital meridian
Services
Momentum Fusion atlas Peak Summit horizon Pioneer Summit fusion Catalyst
Owner & Executives
J
JEFFREY ALLEN SINDER
Chief Compliance Officer, Strategist
- CRD
- #4210604
- Ownership
- 75% or more
(431) 805-8392
element.focus@beaconcapital.com
in linkedin.com/in/frontier-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,278,442 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,278,442 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,278,442
Equity - Exchange:
10.3% Public Funds:
42.3% Private Funds:
29.2% Cash:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $910,544,074 | 10.3% |
| Public Funds | $3,739,418,869 | 42.3% |
| Private Funds | $2,581,348,250 | 29.2% |
| Cash | $1,608,922,539 | 18.2% |
| Total | $8,840,233,732 | 100.0% |