Overview
Assets Under Management: $780 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 245
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 245
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.46
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,039
Discretionary Accounts: 2,039
Regulatory Filings
CRD Number: 134242
Last Filing Date: 2024-12-11 00:00:00
Website: https://avionwealth.com