Aviator Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 300390
- Website
- aviatorfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aviator Financial, LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via a percentage-of-assets model and fixed fees. Its activities include working with insurance companies as an industry affiliation; the firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
William Benner
President And CEOCRD 5155057
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Galvanize Wealth LLC
RIAGreyfield Capital Management LLC
RIAAnavrin Capital Management, LP
RIACrossmarket Capital, LLC
RIANewport Beach, CA
Vertex Financial Advisors LLC
RIAElkins Park, PA
Paracca Financial Group
RIAOsprey, FL