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Sarah Elizabeth Mcivor

AVION WEALTH, LLC·THE WOODLANDS, Texas
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2829 TECHNOLOGY FOREST BOULEVARD, THE WOODLANDS, TX 77381-3913CRD# 6438824Firm CRD# 134242
01

About

Sarah Elizabeth Mcivor is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with AVION WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AVION WEALTH, LLC
AVION WEALTH
AUM
$780M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at AVION WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6438824
Firm CRD# 134242
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Elizabeth Mcivor offer?
Sarah Elizabeth Mcivor specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Sarah Elizabeth Mcivor's credentials?
Sarah Elizabeth Mcivor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Elizabeth Mcivor located?
Sarah Elizabeth Mcivor is based in THE WOODLANDS, Texas, working with AVION WEALTH, LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Sarah Elizabeth Mcivor charge for services?
Sarah Elizabeth Mcivor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVION WEALTH, LLC?
AVION WEALTH, LLC has approximately 16 employees and manages $780M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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