Avisen Advisors, LLC
Avisen Advisors, LLC (CRD# 113791) is a financial advisory firm headquartered in Sacramento, CA. They manage $305,430,986 in 419 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management305MILLION
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Total Number of Accounts419ACCOUNTS
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Average Account Value$728,952
- 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
- Selection of other advisers (including private fund managers)
CA, NV
David Baskins (CRD# 704432) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacramento, CA and has over 39 years of experience in the finance industry.
Linda Becker (CRD# 1228907) is an Investment Advisor Representative working at Avisen Advisors, LLC in Reno, NV and has over 37 years of experience in the finance industry.
Kenneth Brown (CRD# 1014957) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacramento, CA and has over 38 years of experience in the finance industry.
Terry Feil (CRD# 832849) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacrament, CA and has over 29 years of experience in the finance industry.
Martin Herman (CRD# 243828) is an Investment Advisor Representative working at Avisen Advisors, LLC in Reno, NV and has over 37 years of experience in the finance industry.
Dusty Hoetger (CRD# 5015684) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacramento, CA and has over 17 years of experience in the finance industry.
Alan Robello (CRD# 1625027) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacramento, CA and has over 35 years of experience in the finance industry.
Jason Feil (CRD# 5978696) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacramento, CA and has 1 year of experience in the finance industry.
Michelle Kessel-Harbart (CRD# 2643908) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacramento, CA and has over 4 years of experience in the finance industry.