AVID WEALTH PARTNERS, LLC - Financial Advisor in Texas, San Antonio

Tel: (210) 864-3333 17806 W Interstate 10 Ste. 106 San Antonio, Texas 78257

About AVID WEALTH PARTNERS, LLC

AVID WEALTH PARTNERS, LLC is a San Antonio, Texas based financial advisory firm with nearly $206,069,786 in assets under management and provides investment advisory services for 678 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

323124

Firm SEC#:

801-126678

Assets Under Management:

$206,069,786

No. of Clients:

678

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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