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Building 2AVION WEALTH

Map pinTHE WOODLANDS, TX
Phone281-528-1200
NotebookSEC #801-99351
Total AUM
$984.6M
Employees
15
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2829 TECHNOLOGY FOREST BOULEVARD
SUITE 300
THE WOODLANDS
TX 77381-3913
United States
Operating Hours
8AM - 5 PM
Monday - Friday
Phone
281-528-1200

ReceiptFinancials

Total AUM
$984.6M
Accounts
1,702
Discretionary
$984M
Accounts
1,701
Non-Discretionary
$561.3K
Accounts
1

ContactClients

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Individual Clients
31
AUM
$31.6M
HNW Individual Clients
269
AUM
$953M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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