Timothy Kelly is a CFA-designated registered investment advisor at Avondale Conquest, LLC, based in Sausalito, CA, with 23 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avondale Conquest manages the Conquest I Fund and receives an annual management fee of 1% of the fund's assets, plus 20% of the fund's net profits. As a sub-advisor for Prelude, Avondale Conquest may receive a performance allocation of up to 55% of Prelude's net profits.
Location
501 Humboldt, 2nd Fl, Sausalito, CA, 94965
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Avondale Conquest, LLC
State Registrations1 state
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