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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-16-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full AVK Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY ALLEN SINDER
Chief Compliance Officer, Strategist
- CRD
- #4210604
- Ownership
- 75% or more
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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
SMA allocation detail is available
AVK Partners has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.