AVISE FINANCIAL
  • AVISE FINANCIAL
  • SOLIDI WEALTH ADVISORS
  • AVISE FINANCIAL COOPERATIVE, INC.
  • PRIMEROS FINANCIAL
  • EQUALIS FINANCIAL
  • THESIS FINANCIAL PLANNING
  • HYLA FINANCIAL

Adviser Profile

As of Date 02/20/2025
Registration status Registration Changed to AVISE FINANCIAL COOPERATIVE, INC.
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 125,910,558
of that, discretionary 125,910,558 100%
Number of Employees 4 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 279,801
% High Net Worth 30.07%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees