Privacy Policy

This Policy is issued on behalf of Avant Advisory Group, LLC. For more information on us, please see our Firm Overview.

We always are aware that when you are a client with Avant, you entrust us with more than your information. You also share personal and financial information with our firm. We take very seriously the obligation to keep that information confidential and private. Avant is committed to maintaining the privacy of the information you share with us. We want to assure you that information shared with us is not sold to any third party. In the following statement, we describe what information is gathered at www.avantadvisory.com and from certain other sources and how we use it. If you have any questions, please call 213.943.1308, and we will be happy to assist you with any questions you might have on this topic.

Client Information

Avant collects nonpublic personal information about you from forms you complete, information you provide, and from your transactions with us or our affiliates. The term "client information" includes information such as your name, address, telephone number, email address, or federal identification number, account number, income, assets information, account balance, trade secrets, strategic plans, and investment history.

We gather two types of information on this site: client information about you and general information about how the site is being used. We gather personal information in phone calls, in person and when you fill out questionnaire forms. We also collect general website tracking information, such as which pages are viewed at which times, automatically through our web server software.

We do not disclose information about you, or our former clients, to our affiliates or to service providers or other third parties except on the limited basis permitted by law. For example, we use this information to administer your accounts with us through such activities as sending you confirmations, feedback forms and assessments. Your information also lets us know how to contact you so that we may answer your question or respond to your request. To serve you better, we may combine information you give us through this website or through other communication channels.

The general website tracking information gives us a summary view of how our website is used. Currently we do not track individual users; but we may implement the capacity to do so in the future. We currently analyze the data, and will analyze the data in the future, only to determine how to make the website better and more useful. This information is strictly for our internal use. We may conduct surveys regarding our services, including the operation of our website. The information you provide is used only on an aggregated basis and is analyzed only to improve our services and for company management and planning purposes. You will not receive communications as a result of your participation in one of our surveys if you notify us not to contact you

Your privacy is one of our biggest priorities. Information about you and any users of www.avantadvisory.com is not sold or rented to any third party. We do not trade such information with any third party. Even within Avant, only people involved with servicing your accounts have access to your client information.

We do reserve the right to disclose or report information in limited circumstances where we believe in good faith that disclosure is required under law, to cooperate with regulators or law enforcement authorities, and to protect our rights or property. We reserve the right to use your email or other address to send you important information relating to your account, including regulatory communications.

To ensure a high level of confidentiality and security, Avant maintains physical, electronic and procedural safeguards that meet or exceed federal standards. When we share client information with our service providers, we expect them to treat that information with strict confidentiality and to retain your client information no longer than is necessary to provide the service or information. We expect our employees with access to confidential customer information not to use or disclose the information except for business purposes. Personal information about you is normally used only by those employees who need to know that information to provide our products or services to you. All employees are expected to safeguard such information and employees who violate these obligations will be subject to our normal disciplinary process.

Special security measures apply to your communications with us on this website. Internally, we employ encryption technologies, user authentication systems (e.g., passwords and identification numbers) and access control mechanisms to secure access to our computer systems and files. We employ firewalls for our internet-based systems.

We reserve the right to change or remove this policy at our discretion. If we decide to change it, we will post those changes here. We encourage you to visit this area frequently to stay informed. If you access our website after we have posted changes to this statement, you are agreeing to accept the changes.