Avista Wealth Management

Avista Wealth Management (CRD# 151366) is a financial advisory firm headquartered in Northbrook, IL. They manage $15,080,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1363 Shermer Road, Suite 330, Northbrook, IL 60062
http://www.avista-financial.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $215,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Avista Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Glenn Farkas, financial advisor Glenview IL
Glenn M. Farkas
CRD#: 4451861
2618 Patriot Blvd., Glenview, IL 60026
93
Wealthminder
score

Glenn Farkas (CRD# 4451861) is an Investment Advisor Representative working at Avista Wealth Management in Glenview, IL and has over 15 years of experience in the finance industry.

2
Philip Schutte, financial advisor Glenview IL
Philip J. Schutte
CRD#: 2801679
2618 Patriot Blvd., Glenview, IL 60026
93
Wealthminder
score

Philip Schutte (CRD# 2801679) is an Investment Advisor Representative working at Avista Wealth Management in Glenview, IL and has over 20 years 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals