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 organized as a corporation and has been SEC-registered since 2003. FINTRX classifies the firm as unclassified and identifies its ownership as a combination of a domestic entity and an individual. The data set provides limited detail about the firm's business model: fields for client types, fee schedules and specific advisory activities were not populated in the source material. FINTRX flags the adviser as not multi-state, not a pension consultant, not a related adviser and not newly formed.
Assets & Accounts
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
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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