Alvista Wealth Consulting, LLC
Alvista Wealth Consulting, LLC (CRD# 159264) is a financial advisory firm headquartered in , . They manage $8,046,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$574,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
James Liddy (CRD# 5034312) is an Investment Advisor Representative working at Alvista Wealth Consulting, LLC in Avon, CT and has 1 year of experience in the finance industry.