Avaari Financial

Overview

Avaari Financial is organized as a sole proprietorship serving individual and family clients with portfolio management and advisory support for smaller businesses. The firm is run by an individual owner and bills clients through a mix of percentage-of-AUM fees, hourly charges and fixed fees. Its advisory profile is narrowly focused: discretionary portfolio management for private clients rather than institutional or retirement plan consulting. Available records indicate the firm does not market itself as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices