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Timothy Michael Kelly

AVONDALE CONQUEST, LLC·SAUSALITO, California
Clean record23 years registeredAVONDALE CONQUEST, LLC
501 HUMBOLDT, SAUSALITO, CA 94965CRD# 4588857Firm CRD# 122821

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Michael Kelly · SAUSALITO, CA
Registration
CRD #4588857 · AVONDALE CONQUEST, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

AVONDALE CONQUEST, LLC
Oct 2002 – present
02

Registrations & Exams

Registration record
First registered · October 8, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVONDALE CONQUEST, LLC
CRD 122821 · SEC 801-71622
AUM
$33M
Regulatory assets under management
Employees
1
1 client accounts
Services offered by AVONDALE CONQUEST, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at AVONDALE CONQUEST, LLC →
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Frequently Asked Questions

What services does Timothy Michael Kelly offer?
Timothy Michael Kelly specializes in Retirement Planning. Contact their office in SAUSALITO, California for a consultation.
What are Timothy Michael Kelly's credentials?
Timothy Michael Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Michael Kelly located?
Timothy Michael Kelly is based in SAUSALITO, California, working with AVONDALE CONQUEST, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Timothy Michael Kelly charge for services?
Timothy Michael Kelly's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVONDALE CONQUEST, LLC?
AVONDALE CONQUEST, LLC has approximately 1 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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