AVENUE RETIREMENT SERVICES

AVENUE RETIREMENT SERVICES is an SEC-registered investment adviser (CRD 165606). Regulatory assets under management: $27.5M.

Registration

• CRD: 165606
• Type: Registered investment adviser
• Phone: 214-705-2464
• Latest filing: 2026-03-28
• Regulatory AUM: $27.5M
• Discretionary AUM: $27.5M
• Clients: 1
• Accounts: 213

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165606 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search