AdvisorOS Directory
Claim Profile
AM

Andrew Patrick Mutscheller

AVONDALE WEALTH MANAGEMENT LLC·DALLAS, Texas
Unclaimed Profile
14901 QUORUM DRIVE, DALLAS, TX 75254CRD# 4629176Firm CRD# 152590
01

About

Andrew Patrick Mutscheller is a registered financial advisor based in DALLAS, Texas, affiliated with AVONDALE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AVONDALE WEALTH MANAGEMENT LLC
AVONDALE WEALTH MANAGEMENT LLC
AUM
$250M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AVONDALE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4629176
Firm CRD# 152590
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew Patrick Mutscheller offer?
Andrew Patrick Mutscheller specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Andrew Patrick Mutscheller's credentials?
Andrew Patrick Mutscheller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Patrick Mutscheller located?
Andrew Patrick Mutscheller is based in DALLAS, Texas, working with AVONDALE WEALTH MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Andrew Patrick Mutscheller charge for services?
Andrew Patrick Mutscheller's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVONDALE WEALTH MANAGEMENT LLC?
AVONDALE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DALLAS
Stuart Laidlaw Brown — HAMPTON ROCK WEALTH MANAGEMENT I, LLCJane Ross Bolin — CARROLLTON MINERAL PARTNERS GP, LPMichael Christopher Mewhinney — CLOVER PARTNERS, L.P.Jerry Vernie Smith — WYNN-CROSBY MANAGEMENT, LTD.John Armstrong Henry (iii) — TRIGATE MANAGEMENT LLC
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile