Avise Financial

RIASEC Registered
Total AUM
$169M
Discretionary
$169M
100% of AUM
Avg account
$336K
Accounts
505
Employees
7
Advisory reps
7

Firm details

Headquarters
Los Angeles, California
CRD number
328790
Registered since
February 18, 2025
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI71.52%
  • Individuals28.48%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Avise Financial is an independent registered investment adviser that registered with the SEC in 2025. It operates as an owner-led firm serving individual and family clients and functions as a capital allocator, combining financial planning with discretionary portfolio management. The firm charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and runs a suite of advisory services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting, and educational seminars/workshops. Avise Financial does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 21%, Non-Exchange Traded Equities 5%, Other 4%, Cash & Cash Equivalents 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities21%
  • Non-Exchange Traded Equities5%
  • Other4%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 61

Active vs passive

$121M in ETFs

Passive

66%

$79.9M

Active

25%

$40.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$8.8M11,7147.27%

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
7080 Hollywood Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth