RIA Intel›Advisers›Massachusetts›AVK PARTNERS LLC

AVK PARTNERS LLC

Advisory

MA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in MA
#1,431
of 1,590 advisers by AUM
Average account
$752K
across 15 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$11M
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$11M
Discretionary AUM$11M
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 InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

BEINGFIT FINANCIAL, LLC
$11M
CARLSON PLANNING COMPANY, LLC
$11M
MICHAEL CHASAN
$11M
YANKEE INVESTOR, LLC
NEW BEDFORD, MA
$11M
CONCORDIA CAPITAL ASSOCIATES, LLC
BOSTON, MA
$11M
HATHAWAY & CO., LLC
ARLINGTON, MA
$11M

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