Aurevia Capital Inc.
Firm details
- Headquarters
- Irvine, California
- CRD number
- 340031
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Aurevia Capital Inc. is an independent, privately owned registered investment adviser that focuses on providing portfolio management to individuals and small businesses. The firm operates as a capital allocator as well as selecting other advisers on clients’ behalf, and it charges fees based on a percentage of assets under management. Aurevia does not identify itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities78%
- Exchange Traded Equities22%
Contacts
1 of 1Yao Jin
CCOCRD 8202370
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 7700 Irvine Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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