3620 American River Drive
Suite 145
Sacramento, California 95864
Tel: 916-480-2747
AVISEN ADVISORS, LLC, formally registered with the SEC as AVISEN ADVISORS, LLC. The firm was established in 05/07/2007. They have over 2 offices throughout the country.
AVISEN ADVISORS, LLC is a Sacramento, California based Financial Planning firm with nearly $258,442,908 assets under management, offering retirement planning & investment advisory services to 397 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 113791 |
SEC# | 801-67652 |
Assets Managed by Firm | $258,442,908 |
No. of Clients | 397 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 397 | $258,442,908 |
Individuals (other than high net worth individuals) | 104 | $30,977,984 |
High net worth individuals | 87 | $211,300,653 |
Pension and profit sharing plans | Fewer than 5 clients | $5,178,101 |
Charitable organizations | Fewer than 5 clients | $7,590,715 |
Corporations or other businesses | Fewer than 5 clients | $3,395,455 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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