Overview
Assets Under Management: $165 million
Headquarters: MONTGOMERY, TX
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Frequently Asked Questions
AVIATOR FINANCIAL CONSULTING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307799), AVIATOR FINANCIAL CONSULTING LLC is subject to fiduciary duty under federal law.
AVIATOR FINANCIAL CONSULTING LLC is headquartered in MONTGOMERY, TX.
AVIATOR FINANCIAL CONSULTING LLC serves 77 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, AVIATOR FINANCIAL CONSULTING LLC offers portfolio management for individuals. View all service details ↓
AVIATOR FINANCIAL CONSULTING LLC manages $165 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, AVIATOR FINANCIAL CONSULTING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 166
Discretionary Accounts: 166
Regulatory Filings
CRD Number: 307799
Last Filing Date: 2025-03-05 00:00:00
Website: https://vigilantllc.com