Matthew
Kirby
Avion Wealth
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About this Advisor
Matthew Kirby is a financial advisor who works out of Spring, Texas. Kirby works at Avion Wealth. Over the course of their career, they have held roles at Bj'S Restaurant And Brewhouse, Grant Thornton, LLC, Oral Roberts University, Four Friends Tea Room & Gift Shop, San Luis Resort & Spa, M+ Company, Guardian Life Insurance, Park Avenue Securities, Full-Time Student and Avion Wealth. Kirby has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Avion Wealth is a financial advisory business based out of Spring, TX. It has $688 million in assets under management among its 1,622 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 1,622 client accounts, 88% are associated with high-net-worth clients who have at least $1 million in assets. Avion Wealth offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually are based on which services the firm provides the client. Fee types charged by Avion Wealth most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avion Wealth Brokerage Details
$687,761,277
15
1,622
$424,021
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Kirby Work History
Matthew has been registered as a financial advisor for 0 years.*
Avion Wealth
Park Avenue Securities
Guardian Life Insurance
Bj'S Restaurant And Brewhouse
Grant Thornton, LLC
Oral Roberts University
Oral Roberts University
Oral Roberts University
San Luis Resort & Spa
Four Friends Tea Room & Gift Shop
M+ Company
Full-Time Student
*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 Matthew Kirby 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
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
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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