Overview
Assets Under Management: $5.1 billion
Headquarters: OMAHA, NE
High-Net-Worth Clients: 2,000
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2,000
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,385
Discretionary Accounts: 4,308
Non-Discretionary Accounts: 77
Regulatory Filings
CRD Number: 148674
Filing ID: 1977881
Last Filing Date: 2025-04-15 12:46:00
Website: https://avior.com