AVAII WEALTH MANAGEMENT, LLC - Financial Advisor in Wisconsin, Appleton

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

About 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

Firm CRD#:

298165

Firm SEC#:

801-113937

Assets Under Management:

$442,587,428

No. of Clients:

2402

No. of Advisors:

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

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AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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3968

$891,580,271

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ISECTORS, LLC

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