Overview
Assets Under Management: $996 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 178
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.94
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 714
Discretionary Accounts: 714
Regulatory Filings
CRD Number: 291155
Last Filing Date: 2024-04-15 00:00:00
Website: https://avitaswealth.com