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).

Current Firm Details
3620 American River Drive, Suite 145, Sacramento, CA 95864
By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $728,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Avisen Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
David Baskins, financial advisor Sacramento CA
David L. Baskins
CRD#: 704432
3620 American River Drive, Suite 145, Sacramento, CA 95864

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.

2
Linda Becker, financial advisor Reno NV
Linda M. Becker
CRD#: 1228907
6880 S. Mccarran Blvd, Suite 3, Reno, NV 89509

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.

3
Kenneth Brown, financial advisor Sacramento CA
Kenneth E. Brown
CRD#: 1014957
3620 American River Drive, Suite 145, Sacramento, CA 95864

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.

4
Terry Feil, financial advisor Sacrament CA
Terry G. Feil
CRD#: 832849
3620 American River Drive, Suite 145, Sacrament, CA 95864

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.

5
Martin Herman, financial advisor Reno NV
Martin T. Herman
CRD#: 243828
6880 S. Mccarran Blvd, Suite 3, Reno, NV 89509

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.

6
Dusty Hoetger, financial advisor Sacramento CA
Dusty Hoetger
CRD#: 5015684
3620 American River Drive, Suite 145, Sacramento, CA 95864

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.

7
Alan Robello, financial advisor Sacramento CA
Alan W. Robello
CRD#: 1625027
3620 American River Drive, Suite 145, Sacramento, CA 95864

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.

8
Jason Feil, financial advisor Sacramento CA
Jason T. Feil
CRD#: 5978696
3620 American River Drive,, Suite 145, Sacramento, CA 95864

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.

9
Michelle Kessel-Harbart, financial advisor Sacramento CA
Michelle J. Kessel-Harbart
CRD#: 2643908
3620 American River Drive, Suite 145, Sacramento, CA 95864

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.

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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