Overview
Assets Under Management: $356 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Frequently Asked Questions
AVISEN ADVISORS, LLC 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 #113791), AVISEN ADVISORS, LLC is subject to fiduciary duty under federal law.
AVISEN ADVISORS, LLC is headquartered in SACRAMENTO, CA.
AVISEN ADVISORS, LLC serves 89 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, AVISEN ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AVISEN ADVISORS, LLC manages $356 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, AVISEN ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.68
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 422
Discretionary Accounts: 420
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 113791
Filing ID: 2025645
Last Filing Date: 2025-11-04 15:27:39
Website: 1