Overview
Assets Under Management: $305 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 89
Average Client Assets: $3 million
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: 419
Discretionary Accounts: 417
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 113791
Last Filing Date: 2024-09-25 00:00:00
Website: https://avisenwealth.com