Avion Wealth
Avion Wealth (CRD# 134242) is a financial advisory firm headquartered in The Woodlands, TX. They manage $780,349,511 in 2,039 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management780MILLION
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Total Number of Accounts2,039ACCOUNTS
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Average Account Value$382,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, LA, TX
Elizabeth Brady (CRD# 6284248) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 10 years of experience in the finance industry.
Paul Carroll (CRD# 1896590) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 19 years of experience in the finance industry.
Carl Christensen (CRD# 5306045) is an Investment Advisor Representative working at Avion Wealth in Columbus, TX and has 1 year of experience in the finance industry.
Sarah McIvor (CRD# 6438824) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 9 years of experience in the finance industry.
Ashley Stewart (CRD# 5538191) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 13 years of experience in the finance industry.
Megan Beaufays (CRD# 6082233) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 8 years of experience in the finance industry.
Austin Hilscher (CRD# 7125450) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has 1 year of experience in the finance industry.
Makemma Wolff (CRD# 7333258) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has 1 year of experience in the finance industry.