AVISE FINANCIAL COOPERATIVE, INC.
Legal name: AVISE FINANCIAL
CRD #328790 SEC #801-131992 LOS ANGELES, CA 310-807-5778
SEC Registered
Total AUM
$125.9M
Discretionary
$125.9M
Employees
4
Clients
26
Accounts
450
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $125.9M | $125.9M | $0 | 4 | 9 |
| Dec 2025 | $125.9M | $125.9M | $0 | 4 | 9 |
| Sep 2025 | $125.9M | $125.9M | $0 | 4 | 9 |
| Mar 2025 | $125.9M | $125.9M | $0 | 4 | 9 |
| Jan 2025 | $125.9M | $125.9M | $0 | 4 | 9 |
| Jan 2025 | $125.9M | $125.9M | $0 | 4 | 9 |
DateDec 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees4
Clients9
DateDec 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees4
Clients9
DateSep 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees4
Clients9
DateMar 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees4
Clients9
DateJan 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees4
Clients9
DateJan 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees4
Clients9