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AVIANCE CAPITAL PARTNERS LLC
CRD 146597 · SEC 801-68979
2180 IMMOKALEE ROAD, #301, NAPLES, FL, 34110-1407, United States
Phone
239-598-4747
Fax
239-598-4244
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.13B
Discretionary AUM
$1.12B
Team
11 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $79.4M |
| High net worth individuals | 210 | $1.04B |
States served
VT, AL, AZ, CA, GA, IL, MA, MI, MT, NJ, NY, NC, OH, PA, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD