Avista Wealth Management

Avista Wealth Management (CRD# 151366) is a financial advisory firm headquartered in Northbrook, IL. They manage $28,512,000 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1363 Shermer Road, Suite 330, Northbrook, IL 60062
http://www.avistawealth.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $276,816
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
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Avista Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Glenn Farkas, financial advisor Northbrook IL
Glenn M. Farkas
CRD#: 4451861
1363 Shermer Road, Suite 330, Northbrook, IL 60062

Glenn Farkas (CRD# 4451861) is an Investment Advisor Representative working at Avista Wealth Management in Northbrook, IL and has over 22 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.

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