Avisen Wealth Management, Inc.
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 125977
- Registered since
- August 20, 2003
- Website
- avisenwealth.com
Firm profile
FINTRXOverview
Avisen Wealth Management, Inc. is a corporation that has been SEC-registered since 2003. Ownership is described as a mix of a domestic entity and an individual. The firm's regulatory classification is listed as unclassified. According to the firm’s reporting, it does not act as a capital allocator and it is not an active ESG investor. It is also not designated as a multi-state adviser, not newly formed, and does not identify as a pension consultant or related adviser.
Assets & Accounts
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
Owners & executives
1 of 1
Kenneth Brown
Co-Founder & CEOCRD 1014957
Contacts
3 of 8
David Baskins
Senior Investment ManagerCRD 704432
Martin Herman
Vice President, InvestmentsCRD 243828
Alan Robello
PresidentCRD 1625027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sacramento, CA
Sacramento
Location
Sacramento, CA
Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 3620 American River Dr
- Time zone
- PT (UTC-8)
- Office locations
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