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Avondale Investments, LLC (Oklahoma City)


Avondale Investments, LLC is an adviser based in Oklahoma City. It manages $11.07 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005.

Avondale Investments provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Avondale Investments: assets under management

The assets under management (AUM) of Avondale Investments, LLC is $11.07 million. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Avondale Investments, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Donald Lee Dillingham Owner 1 Jul 2002 75% - 100% 1310888
Donald Lee Dillingham Owner 1 Mar 2005 75% - 100% 1310888

Based in Oklahoma City

The principal office where Avondale Investments, LLC performs its advisory services is located at 121 N. E. 50 Thstreet, Oklahoma City, OK 73105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-286-9759 or by fax 405-286-9768. The normal business hours are 8:00 am - 5:00 pm cst on Monday - Friday.


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