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AVAII WEALTH MANAGEMENT, LLC

Tel: (920) 214-1212
2101 N Casaloma Dr
Appleton, Wisconsin  54913

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AVAII WEALTH MANAGEMENT, LLC

AVAII WEALTH MANAGEMENT, LLC is a Appleton, Wisconsin based financial advisory firm with nearly $442,587,428 in assets under management and provides investment advisory services for 2402 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (TAX PLANNING / PREPARATION)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

298165

SEC#:

801-113937

No. of Clients:

2402

Assets under Management

$442,587,428

No. of Advisors:

14

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