Avise Financial
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 328790
- Registered since
- February 18, 2025
- Website
- www.avisefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.52%
- Individuals28.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Avise Financial is an independent registered investment adviser that registered with the SEC in 2025. It operates as an owner-led firm serving individual and family clients and functions as a capital allocator, combining financial planning with discretionary portfolio management. The firm charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and runs a suite of advisory services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting, and educational seminars/workshops. Avise Financial does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities21%
- Non-Exchange Traded Equities5%
- Other4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$121M in ETFs
66%
$79.9M
25%
$40.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $8.8M | 11,714 | 7.27% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 7080 Hollywood Blvd
- Time zone
- PT (UTC-8)
- Office locations
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