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AVION WEALTH
2829 Technology Forest Boulevard
Suite 300
The Woodlands, Texas 77381-3913
Tel: 281-528-1200
About AVION WEALTH
AVION WEALTH, formally registered with the SEC as AVION WEALTH. The firm was established in 06/08/2015. They have over 1 offices throughout the country.
AVION WEALTH is a The Woodlands, Texas based Financial Planning firm with nearly $780,349,511 assets under management, offering retirement planning & investment advisory services to 2039 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134242 |
| SEC# | 801-99351 |
| Assets Managed by Firm | $780,349,511 |
| No. of Clients | 2039 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2039 | $780,349,511 |
| Individuals (other than high net worth individuals) | 28 | $19,584,134 |
| High net worth individuals | 219 | $760,765,377 |
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|---|---|---|---|
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| $298,729,428,900 | 360116 | 4065 | |
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