Unclaimed Profile

Sarah Elizabeth Mcivor

AVION WEALTH, LLC·THE WOODLANDS, Texas

Clean recordAVION WEALTH, LLC

2829 TECHNOLOGY FOREST BOULEVARD, THE WOODLANDS, TX 77381-3913CRD# 6438824Firm CRD# 134242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Elizabeth Mcivor · THE WOODLANDS, TX

Registration

CRD #6438824 · AVION WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

AVION WEALTH, LLC

AVION WEALTH

AUM

$780M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AVION WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6438824

Firm CRD# 134242

View on FINRA BrokerCheck →

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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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