Martin Theodore Herman

Avisen Advisors, LLC

57 Years of Experience

Broker

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth

Avisen Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

190 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$356.1M

Fee Structure

Minimum Investment:$50K

Minimum Annual Fee:$1,000

Location

6880 S. McCarran Blvd, Suite 3, Reno, NV, 89509

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Martin is associated with Avison Advisors LLC, a Registered Investment Advisor (RIA). His compensation is fee-based.

Employment History

Current Registrations

Avisen Advisors, LLC

May 2009 - Present · 16 yrs 9 mos

Avisen Wealth Management, INC.Broker

April 2009 - Present · 16 yrs 10 mos

Previous Registrations

UBS Financial Services INC.

November 1994 - May 2009 · 14 yrs 6 mos

UBS Financial Services INC.Broker

March 1985 - May 2009 · 24 yrs 2 mos

E. F. Hutton & Company INCBroker

October 1968 - March 1985 · 16 yrs 5 mos

State Registrations4 states

CANVORWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.