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AVIVAR CAPITAL, LLC

5250 Lankershim Blvd.
Suite 500
North Hollywood, California 91601
Tel: 818-681-6833

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About AVIVAR CAPITAL, LLC

AVIVAR CAPITAL, LLC, formally registered with the SEC as AVIVAR CAPITAL, LLC. The firm was established in 09/01/2015. They have over 1 offices throughout the country.

AVIVAR CAPITAL, LLC is a North Hollywood, California based Financial Planning firm with nearly $443,208,449 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#215516
SEC#801-106549
Assets Managed by Firm$443,208,449
No. of Clients19
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total19$443,208,449
Charitable organizations19$443,208,449

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
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FRANKLIN ADVISERS, INC.
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