Avista Wealth Management

Avista Wealth Management (CRD# 151366) is a financial advisory firm headquartered in Northbrook, IL. They manage $18,300,000 in 58 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
    18
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $315,517
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 21 years of experience in the finance industry.

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