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AVISEN ADVISORS, LLC
CRD 113791 · SEC 801-67652
3620 AMERICAN RIVER DRIVE, SUITE 145, SACRAMENTO, CA, 95864, United States
Phone
916-480-2747
Fax
916-480-2741
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$389.0M
Discretionary AUM
$383.9M
Team
9 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $47.8M |
| High net worth individuals | 91 | $324.9M |
States served
CA, NV, TX
Official SEC filing: View on IAPD