Assets Under Management
$4.0B
Number of Clients
1,873
Number of Advisors
38
Average Client AUM
$2.1M
AUM per Advisor
$105.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Avidian Wealth Solutions offers investment management, financial planning, and related advisory services. They manage portfolios on a discretionary basis, advising clients based on their financial information and goals. They provide sub-advisory services to private investment funds and may recommend unaffiliated private investment funds. A minimum of $1,000,000 is generally required for discretionary managed account services.
800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024