AVISEN ADVISORS, LLC

Overview

Avisen Advisors, LLC is a small, advisor-led RIA that focuses on individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selecting third‑party managers. The firm is SEC-registered (since 2007) and operates as a capital allocator, combining advisory work with registered‑rep activities tied to a broker‑dealer and relationships with insurance companies. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed fees, which suggests flexibility to serve both ongoing wealth management clients and project-based planning engagements. Investment activity is tilted toward equities, with the firm reporting a clear preference for exchange‑traded instruments. Avisen Advisors also exercises manager selection responsibilities and allocates to third‑party alternative managers, which positions it to blend comprehensive financial planning with access to specialized strategies when clients require them.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices