Aaron
Gordon

Avion Wealth

CRD#7501198
Investment Advisor
in Spring, TX

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About this Advisor

Aaron Gordon is a financial advisor working out of Spring, Texas with 1 year of industry experience. Gordon is on the advisory team at Avion Wealth. Over the course of their career, Gordon has held roles at Avion Wealth, Alliantgroup, Lp, Cavcon Services and Gambino'S Pizza. Gordon maintains a Series 65 license, designating them as an investment advisor representative, and can serve investors in Texas. Avion Wealth is an advisory firm that has its headquarters in Spring, TX. It handles $688 million in assets under management between its 1,622 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,622 accounts, 88% are associated with high-net-worth investors who have more than $1 million in investable assets. Avion Wealth has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely vary depending on which services the firm provides the client. Fees charged by Avion Wealth most likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2829 Technology Forest Boulevard Suite 300
Spring, TX 77381-3913

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Avion Wealth Brokerage Details

Total Assets Under Management

$687,761,277

TX Average: $3,042,739,679
Total Number of Employees

15

TX Average: 49
Total Number of Accounts

1,622

TX Average: 2,315
Average Account Size

$424,021

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Aaron Gordon Work History

Aaron has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Avion Wealth

2019 - 2020 (1 year)

Alliantgroup, Lp

2016 - 2019 (3 years)

Cavcon Services

2010 - 2015 (5 years)

Gambino'S Pizza

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Aaron Gordon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avion Wealth

Sarah Mcivor
Spring, TX
Elizabeth Brady
Spring, TX
Christopher Hinton
Spring, TX
Cydney Nash
Spring, TX
Megan Beaufays
Spring, TX
Ashley Stewart
Spring, TX
Aaron Gordon
Spring, TX
Christopher Mcbee
Spring, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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