Overview
Assets Under Management: $632 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 198
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.18
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 721
Discretionary Accounts: 717
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 146597
Last Filing Date: 2024-06-04 00:00:00
Website: https://aviancepartners.com