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Building 2AVISE FINANCIAL

Map pinLOS ANGELES, CA
Phone310-807-5778
NotebookSEC #801-131992
Total AUM
$169.4M
Employees
7
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7080 HOLLYWOOD BLVD.
SUITE 700
LOS ANGELES
CA 90028
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
310-807-5778
Other Offices
6

ReceiptFinancials

Total AUM
$169.4M
Accounts
505
Discretionary
$169.4M
Accounts
505
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$48.3M
HNW Individual Clients
47
AUM
$121.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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