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FINANCIAL AVENGERS, INC.
CRD 119636 · SEC 801-78015
827 BROADWAY, SUITE 210, OAKLAND, CA, 94607, United States
Phone
(415) 773-2174
Fax
(415) 773-2194
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$488.4M
Discretionary AUM
$488.4M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $28.1M |
| High net worth individuals | 131 | $458.6M |
States served
CA, MA, NY, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD