FINANCIAL AVENUES LLC

FINANCIAL AVENUES LLC is an SEC-registered investment adviser (CRD 153458). Regulatory assets under management: $147.6M.

Registration

• CRD: 153458
• SEC file number: 801-134945
• Type: Registered investment adviser
• Phone: 913-735-7283
• Latest filing: 2026-03-31
• Regulatory AUM: $147.6M
• Discretionary AUM: $147.6M
• Clients: 4
• Accounts: 409

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153458 on SEC IAPD (source of record)
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