Assets Under Management
$356.1M
Number of Clients
190
Number of Advisors
9
Average Client AUM
$1.9M
AUM per Advisor
$39.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Avisen Advisors is a registered investment advisory firm offering financial planning and investment management services. They manage client funds on a discretionary or non-discretionary basis. They offer various advisory programs including Avisen Advisors Investment Portfolio, Global Portfolio Solution, Lockwood Investment Strategies, Lockwood Asset Allocation Portfolios, and Avisen Advisory Solutions Program.
3620 American River Drive, Suite 145, Sacramento, CA, 95864