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Luke Martin Ocker

AVONDALE WEALTH MANAGEMENT LLC·HOUSTON, Texas
Unclaimed Profile
14825 ST. MARY'S LANE, HOUSTON, TX 77079CRD# 6092124Firm CRD# 152590
01

About

Luke Martin Ocker is a registered financial advisor based in HOUSTON, 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# 6092124
Firm CRD# 152590
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Luke Martin Ocker offer?
Luke Martin Ocker specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Luke Martin Ocker's credentials?
Luke Martin Ocker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luke Martin Ocker located?
Luke Martin Ocker is based in HOUSTON, Texas, working with AVONDALE WEALTH MANAGEMENT LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Luke Martin Ocker charge for services?
Luke Martin Ocker'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.
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