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AVIDIAN WEALTH SOLUTIONS

Tel: 281-822-8800
800 Town & Country Blvd
Ste 410 And Ste 220
Houston, Texas  77024

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AVIDIAN WEALTH SOLUTIONS

AVIDIAN WEALTH SOLUTIONS is a Houston, Texas based financial advisory firm with nearly $3,110,949,035 in assets under management and provides investment advisory services for 6015 clients. There are currently 51 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (MGMT OF POOLED INVESTMENT VEHICLE

Firm CRD#:

127186

SEC#:

801-64386

No. of Clients:

6015

Assets under Management

$3,110,949,035

No. of Advisors:

51

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