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Building 2AVISEN ADVISORS, LLC

Map pinSACRAMENTO, CA
Phone916-480-2747
NotebookSEC #801-67652
Total AUM
$389M
Employees
9
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3620 AMERICAN RIVER DRIVE
SUITE 145
SACRAMENTO
CA 95864
United States
Operating Hours
6:00 AM - 4:00 PM
Monday - Friday
Phone
916-480-2747
Other Offices
1

ReceiptFinancials

Total AUM
$389M
Accounts
438
Discretionary
$383.9M
Accounts
436
Non-Discretionary
$5.1M
Accounts
2

ContactClients

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Individual Clients
100
AUM
$47.8M
HNW Individual Clients
91
AUM
$324.9M
Pension/Profit Sharing Plan Clients
1
AUM
$5.4M
Charitable Organization Clients
1
AUM
$8.3M
Corporation or Business Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

HandshakeAffiliates

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

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