Avisen Advisors, LLC
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 113791
- Registered since
- May 7, 2007
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.53%
- Individuals12.29%
- Charitable Organizations2.13%
- Pension & Profit Sharing Plans1.39%
- Corporations / Businesses0.65%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Avisen Advisors, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2007. The firm services primarily individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Avisen acts as a capital allocator and performs manager selection, while also maintaining a registered representative relationship with a broker-dealer. Its fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed fees. Avisen is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities67%
- Cash & Cash Equivalents15%
- US Government Bonds9%
- Public Funds/Mutual Funds5%
- State & Local Bonds3%
Owners & executives
1 of 1
Kenneth Brown
Co-Founder & CEOCRD 1014957
Contacts
3 of 8
Martin Herman
Vice President, InvestmentsCRD 243828
David Baskins
Senior Investment ManagerCRD 704432
Terry Feil
Senior Vice President, InvestmentsCRD 832849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sacramento, CA
Sacramento
Location
Sacramento, CA
Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 3620 American River Dr
- Time zone
- PT (UTC-8)
- Office locations
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