Enviso Capital, LLC
Enviso Capital, LLC (CRD# 140542) is a financial advisory firm headquartered in San Diego, CA. They manage $160,000,000 in 900 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management160MILLION
Total Number of Accounts900ACCOUNTS
Average Account Value$177,778
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, OR, WA
Marc Seward (CRD# 2242437) is an Investment Advisor Representative working at Enviso Capital, LLC in San Diego, CA and has over 25 years of experience in the finance industry.
Ryan Bowers (CRD# 3237368) is an Investment Advisor Representative working at Enviso Capital, LLC in San Diego, CA and has over 18 years of experience in the finance industry. Ryan Bowers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.