AVINA FINANCIAL GROUP, INC.

RIASEC Registered

Total AUM

$102M

Discretionary

$62.3M

61% of AUM

Avg account

$338K

Accounts

302

Employees

Advisory reps

Firm details

Headquarters: BELLFLOWER, California
CRD number: 285527
Website: avinafinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC., VOYA FINANCIAL ADVISORS, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans45.74%
Individuals32.71%
HNWI19.59%
Corporations / Businesses1.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Avina Financial Group, Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm works with both individual and family clients as well as institutional customers, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational workshops. Compensation is charged via a combination of percentage-of-assets and fixed fees. Avina is not positioned as a capital allocator, does not identify as an active ESG investor, and appears to maintain a single-state operating footprint. The firm has an industry affiliation with an insurance company.