GAVION, LLC

MEMPHIS, Tennessee·7 registered advisors·CRD# 167807
SEC# 801-780651800-969-6891
01

Firm Overview

AUM
$218M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT
03

Specialties

Retirement Planning
04

Advisors at GAVION, LLC

7 registered advisors
Brian L Jones
MEMPHIS, Tennessee
Curtis Wayne Williams
MEMPHIS, Tennessee
Ian M Janecek
MEMPHIS, Tennessee
Michael Edward Perdzock
MEMPHIS, Tennessee
Miles Slocum Fortas
MEMPHIS, Tennessee
Robert Alan Longfield
MEMPHIS, Tennessee
Robert Cecil Allison
MEMPHIS, Tennessee
05

Office Locations

MEMPHIS, Tennessee
7 advisors

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Data sourced from SEC Form ADV filings. GAVION, LLC (CRD# 167807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.