Overview
Assets Under Management: $169 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Frequently Asked Questions
AVISE FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328790), AVISE FINANCIAL is subject to fiduciary duty under federal law.
AVISE FINANCIAL is headquartered in LOS ANGELES, CA.
AVISE FINANCIAL serves 47 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, AVISE FINANCIAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
AVISE FINANCIAL manages $169 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, AVISE FINANCIAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 505
Discretionary Accounts: 505
Regulatory Filings
CRD Number: 328790
Filing ID: 2038037
Last Filing Date: 2026-02-10 17:43:28