AVISEN ADVISORS, LLC
CRD #113791 SEC #801-67652 SACRAMENTO, CA 916-480-2747
SEC Registered
Total AUM
$356.1M
Discretionary
$352.1M
Employees
9
Clients
51
Accounts
422
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $356.1M | $352.1M | $4M | 9 | 0 |
| Mar 2025 | $356.1M | $352.1M | $4M | 9 | 0 |
| Sep 2024 | $305.4M | $303.9M | $1.6M | 9 | 0 |
| May 2024 | $305.4M | $303.9M | $1.6M | 9 | 0 |
| Mar 2024 | $305.4M | $303.9M | $1.6M | 9 | 0 |
| Mar 2023 | $258.4M | $257.7M | $779.8K | 8 | 0 |
| Nov 2022 | $311.1M | $310.1M | $933.1K | 8 | 0 |
| Aug 2022 | $311.1M | $310.1M | $933.1K | 8 | 0 |
| Mar 2022 | $311.1M | $310.1M | $933.1K | 8 | 0 |
| Apr 2021 | $258.2M | $256.4M | $1.8M | 8 | 0 |
| Apr 2021 | $258.2M | $256.4M | $1.8M | 8 | 0 |
| Mar 2021 | $258.2M | $256.4M | $1.8M | 8 | 0 |
| Jun 2020 | $245.8M | $244.3M | $1.5M | 8 | 0 |
| Mar 2020 | $245.8M | $244.3M | $1.5M | 8 | 0 |
| Mar 2019 | $202.8M | $199.7M | $3.1M | 7 | 0 |
| Mar 2018 | $222.4M | $219.5M | $2.9M | 7 | 0 |
| Mar 2017 | $195M | $189.2M | $5.8M | 8 | 200 |
| May 2016 | $186.5M | $177.7M | $8.9M | 8 | 280 |
| Mar 2016 | $186.5M | $177.7M | $8.9M | 8 | 280 |
| Mar 2015 | $179.6M | $170M | $9.6M | 8 | 280 |
| Feb 2014 | $154.2M | $146.8M | $7.4M | 9 | 200 |
| Mar 2013 | $125.8M | $119M | $6.8M | 9 | 200 |
| Dec 2012 | $125.2M | $113.9M | $11.3M | 9 | 200 |
| Mar 2012 | $125.2M | $113.9M | $11.3M | 6 | 200 |
| Jul 2011 | $121.3M | $121.3M | $0 | 10 | -- |
| Apr 2010 | $98.9M | $98.9M | $0 | 10 | -- |
| May 2007 | $42M | $42M | $0 | 10 | -- |
| Mar 2007 | $42M | $42M | $0 | 10 | -- |
| Mar 2007 | $42M | $42M | $0 | 10 | -- |
DateNov 2025
Total AUM$356.1M
Discretionary$352.1M
Non-Disc.$4M
Employees9
Clients0
DateMar 2025
Total AUM$356.1M
Discretionary$352.1M
Non-Disc.$4M
Employees9
Clients0
DateSep 2024
Total AUM$305.4M
Discretionary$303.9M
Non-Disc.$1.6M
Employees9
Clients0
DateMay 2024
Total AUM$305.4M
Discretionary$303.9M
Non-Disc.$1.6M
Employees9
Clients0
DateMar 2024
Total AUM$305.4M
Discretionary$303.9M
Non-Disc.$1.6M
Employees9
Clients0
DateMar 2023
Total AUM$258.4M
Discretionary$257.7M
Non-Disc.$779.8K
Employees8
Clients0
DateNov 2022
Total AUM$311.1M
Discretionary$310.1M
Non-Disc.$933.1K
Employees8
Clients0
DateAug 2022
Total AUM$311.1M
Discretionary$310.1M
Non-Disc.$933.1K
Employees8
Clients0
DateMar 2022
Total AUM$311.1M
Discretionary$310.1M
Non-Disc.$933.1K
Employees8
Clients0
DateApr 2021
Total AUM$258.2M
Discretionary$256.4M
Non-Disc.$1.8M
Employees8
Clients0
DateApr 2021
Total AUM$258.2M
Discretionary$256.4M
Non-Disc.$1.8M
Employees8
Clients0
DateMar 2021
Total AUM$258.2M
Discretionary$256.4M
Non-Disc.$1.8M
Employees8
Clients0
DateJun 2020
Total AUM$245.8M
Discretionary$244.3M
Non-Disc.$1.5M
Employees8
Clients0
DateMar 2020
Total AUM$245.8M
Discretionary$244.3M
Non-Disc.$1.5M
Employees8
Clients0
DateMar 2019
Total AUM$202.8M
Discretionary$199.7M
Non-Disc.$3.1M
Employees7
Clients0
DateMar 2018
Total AUM$222.4M
Discretionary$219.5M
Non-Disc.$2.9M
Employees7
Clients0
DateMar 2017
Total AUM$195M
Discretionary$189.2M
Non-Disc.$5.8M
Employees8
Clients200
DateMay 2016
Total AUM$186.5M
Discretionary$177.7M
Non-Disc.$8.9M
Employees8
Clients280
DateMar 2016
Total AUM$186.5M
Discretionary$177.7M
Non-Disc.$8.9M
Employees8
Clients280
DateMar 2015
Total AUM$179.6M
Discretionary$170M
Non-Disc.$9.6M
Employees8
Clients280
DateFeb 2014
Total AUM$154.2M
Discretionary$146.8M
Non-Disc.$7.4M
Employees9
Clients200
DateMar 2013
Total AUM$125.8M
Discretionary$119M
Non-Disc.$6.8M
Employees9
Clients200
DateDec 2012
Total AUM$125.2M
Discretionary$113.9M
Non-Disc.$11.3M
Employees9
Clients200
DateMar 2012
Total AUM$125.2M
Discretionary$113.9M
Non-Disc.$11.3M
Employees6
Clients200
DateJul 2011
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees10
Clients--