Jeffrey Sinder
AVK Partners · Concord, Massachusetts
Jeffrey Sinder is a fee-only financial advisor at AVK Partners in Concord, Massachusetts, who holds the CFA credential. AVK Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | AVK Partners |
|---|---|
| Based in | Concord, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.3M across 15 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 4210604 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.avkpartners.com |
| Profile |
How Jeffrey's firm compares
- AVK Partners's average account is about $752,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Jeffrey
Is Jeffrey Sinder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and AVK Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, AVK Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Sinder based?
Jeffrey Sinder is based in Concord, Massachusetts.
What credentials does Jeffrey Sinder hold?
Jeffrey Sinder holds the CFA credential.
Is Jeffrey Sinder registered with the SEC?
Yes. Jeffrey Sinder is registered as an investment adviser representative in MA (CRD 4210604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AVK Partners manage?
AVK Partners reports $11.3M across 15 accounts in assets under management.
How do I contact Jeffrey Sinder?
Through Jeffrey's website, www.avkpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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