RIA Intel›Advisers›Illinois›AVENUE 90 FINANCIAL LLC

AVENUE 90 FINANCIAL LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IL

#1,545

of 1,719 advisers by AUM

Average account

$232K

across 41 accounts

AUM per adviser

$10M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$10M

Discretionary %

100%

Clients

10

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

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NICHOLS WEALTH ADVISORS, LLC

$10M

INDIE FINANCIAL PLANNING, LLC

$9M

SILVERHELIX, INC.

CRYSTAL LAKE, IL

$10M

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