Avina Financial Group, Inc.

Avina Financial Group, Inc. (CRD# 285527) is a financial advisory firm headquartered in Bellflower, CA. They manage $73,700,000 in 146 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
17138 Bellflower Blvd, Suite 201, Bellflower, CA 90706
https://www.linkedin.com/in/emanuelavina
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $504,795
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Avina Financial Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Emanuel Avina, financial advisor Bellflower CA
Emanuel O. Avina
CRD#: 5403314
17138 Bellflower Blvd, Suite 201, Bellflower, CA 90706

Emanuel Avina (CRD# 5403314) is an Investment Advisor Representative working at Avina Financial Group, Inc. in Bellflower, CA and has over 17 years of experience in the finance industry.

2
George Zuluaga, financial advisor Bellflower CA
George I. Zuluaga
CRD#: 5831343
17138 Bellflower Blvd, Suite 201, Bellflower, CA 90706

George Zuluaga (CRD# 5831343) is an Investment Advisor Representative working at Avina Financial Group, Inc. in Bellflower, CA and has over 13 years of experience in the finance industry.

3
Daniel Medici, financial advisor Bellflower CA
Daniel J. Medici
CRD#: 7783454
17138 Bellflower Blvd, Suite 201, Bellflower, CA 90706

Daniel Medici (CRD# 7783454) is an Investment Advisor Representative working at Avina Financial Group, Inc. in Bellflower, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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