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 registered with the SEC since 2003. FINTRX categorizes the firm as unclassified and lists ownership by both a domestic entity and an individual. The profile indicates the firm is not designated as a capital allocator, does not identify as an active ESG investor, and is not marked as a pension consultant or related adviser. It is also not flagged as a newly formed or multi-state 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
Martin Herman
Vice President, InvestmentsCRD 243828
David Baskins
Senior Investment ManagerCRD 704432
Terry Feil
Senior Vice President, InvestmentsCRD 832849
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
Similar firms
Cache Securities LLC
Broker-DealerSan Francisco, CA
Scenic Advisement
Broker-DealerSan Francisco, CA
Sutter Securities Clearing, LLC
Broker-DealerIrvine, CA
Infinity Financial Services
Broker-DealerOakland, CA
Madison Avenue Securities, LLC
Broker-DealerSan Diego, CA
Houlihan Lokey Capital, Inc.
Broker-DealerLos Angeles, CA