Overview
Assets Under Management: $206 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 678
Discretionary Accounts: 673
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 323124
Last Filing Date: 2025-01-03 00:00:00
Website: https://avidwp.com