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FINANCIAL AVENUES

FINANCIAL AVENUES LLC

CRD 153458 · SEC 801-134945

Visit website

KS, United States

Phone

913-735-7283

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$147.6M

Discretionary AUM

$147.6M

Team

4 total employees; 4 advisory reps; 66 broker-dealer reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals44$18.6M
High net worth individuals50$127.0M
Pension/profit sharing plans2$1.3M
Corporations/business entities1$641K

States served

KS, NE, MO

All web addresses on file

Official SEC filing: View on IAPD