RIA Intelligence

AVENUE ADVISORS, LLC

CRD #122233 SEC #801-62651 SAN DIEGO, CA 858-457-4579
SEC Registered
Total AUM
$48.5M
Discretionary
$48.5M
Employees
1
Clients
11
Accounts
110

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SINCLAIR, JEANIMANAGING MEMBERE Control
SINCLAIR, JEAN, ELIZABETHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
SINCLAIR, JEAN, ELIZABETHIMANAGING MEMBERE Control
SINCLAIR, JEAN, ELIZABETHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
SINCLAIR, JEAN, ELIZABETHIMANAGING MEMBERE Control
SINCLAIR, JEAN, ELIZABETHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
SINCLAIR, JEAN, ELIZABETHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
SINCLAIR, JEAN, ELIZABETHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
SINCLAIR, JEAN, ELIZABETHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 28, 2012 REGISTERED

Notice Filings (2)

CA NH

Address

12707 HIGH BLUFF DRIVE
SUITE 200
SAN DIEGO, CA 92130
United States
Phone: 858-457-4579