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Avior Wealth Management LLC
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CRD # | 148674 |
SEC # | 801-69773 |
CIK # | 0001599868 |
AUM | $4.0 BB (2024-07-22) |
Employees | 204 (48% Investors, 3% Brokers) |
Phone | 402-218-4064 |
Address | 14301 First National Bank Parkway Omaha, NE 68154 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.0 | |
MSFT | 1,918.2 | 0.0 | |
NVDA | 399.6 | 0.0 | |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2,013 | 0.5 |
(b) Individuals (high net worth individuals) | 1,591 | 2.9 |
(c) Banking or thrift institutions | 3 | 0.1 |
(d) Investment companies | 1 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 62 | 0.2 |
(h) Charitable organizations | 10 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 30 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 3,710 | 4.0 |
By Discretionary | ||
Discretionary | 3,630 | 3.6 |
Non-Discretionary | 80 | 0.3 |
Total | 3,710 | 4.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 4.0 | |
Total | 3,710 | 4.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001599868] |
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Adero Partners LLC
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|
CA | 4.0 |
Brownson Rehmus & Foxworth Inc
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IL | 4.0 |
Advance Capital Management Inc
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MI | 4.0 |
Beacon Investment Advisory Services Inc
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NJ | 4.0 |
Shepherd Financial Investment Advisory LLC
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IN | 4.0 |
Gladstone Institutional Advisory LLC
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FL | 4.0 |
Heritage Wealth Advisors LLC
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VA | 4.0 |
Security Capital Research & Management Incorporated
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IL | 4.0 |
New Century Advisors LLC
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MD | 4.0 |
TFO Wealth Partners LLC
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OH | 3.9 |