AVIDIAN WEALTH SOLUTIONS

800 Town & Country Blvd
Ste 410 And Ste 220
Houston, Texas 77024
Tel: 281-822-8800

About AVIDIAN WEALTH SOLUTIONS

AVIDIAN WEALTH SOLUTIONS, formally registered with the SEC as AVIDIAN WEALTH SOLUTIONS. The firm was established in 05/19/2005. They have over 5 offices throughout the country.

AVIDIAN WEALTH SOLUTIONS is a Houston, Texas based Financial Planning firm with nearly $3,110,949,035 assets under management, offering retirement planning & investment advisory services to 6015 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127186
SEC#	801-64386
Assets Managed by Firm	$3,110,949,035
No. of Clients	6015
No. of Advisors	51

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (MGMT OF POOLED INVESTMENT VEHICLES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	6015	$3,110,949,035
Individuals (other than high net worth individuals)	876	$289,505,405
High net worth individuals	941	$2,791,896,903
Pension and profit sharing plans	1	$1,713,380
Charitable organizations	1	$1,851,928
Corporations or other businesses	9	$16,936,350

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