Timothy Michael Kelly

CFA

Avondale Conquest, LLC

23 Years of Experience

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Areas of Practice

Investment Management

Avondale Conquest, LLC

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

2 clients

Average Client Portfolio

$24.5M average

Assets Under Management

$49.0M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

501 Humboldt, 2nd Fl, Sausalito, CA, 94965

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Avondale Conquest, LLC

October 2002 - Present · 23 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.