Avant Garde Advisors LLC (Centennial)

Name: Avant Garde Advisors LLC
Address: 9155 E Nichols Ave, Centennial, CO, 80112
Telephone: 303-900-1370

Avant Garde Advisors LLC is a large advisory firm based in Centennial. It manages $362.9 million of regulatory assets for 632 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Colorado, and 8 other states.

Avant Garde Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Avant Garde Advisors: assets under management

The assets under management (AUM) of Avant Garde Advisors LLC is $362.9 million. The firm's AUM has grown by 194% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $348.88 million in discretionary accounts and $14.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $571.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $637.52 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Avant Garde Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Avant Garde Advisors LLC

Travis Lee Cook has served as the Chief Investment Officer since 1 Mar 2011. Avant Garde Wealth Mangement Inc. joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Avant Garde Wealth Mangement Inc.	Managing member	1 Sep 2009	75% - 100%	27-0315379
Eric Dwayne Patton	Chief compliance officer	1 Sep 2009	Other	5136912
Travis Lee Cook	Chief investment officer	1 Mar 2011	Other	3019217

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jon Edward Dubravac	Ceo	1 Jul 2009	25% - 50%	5307200
Eric Dwayne Patton	Cfo	1 Aug 2009	25% - 50%	5136912

Based in Centennial

The principal office where Avant Garde Advisors LLC performs its advisory services is located at 9155 E Nichols Ave, Centennial, CO 80112, which is also the mailing address of the firm. An additional office of the firm is in Century City, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-900-1370 or by fax 866-956-1628. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at agadvisorsonline.com/.