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
Firm Details
- Organization Type
- Other (specify) (COOPERATIVE CORPORATION)
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 9, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MIKO, LEIGHANN, ROSE | I | FOUNDER AND CO-CEO | D | Control |
| MIKO, LEIGHANN, ROSE | I | FOUNDER AND CO-CEO | D | Control |
| MIKO, LEIGHANN, ROSE | I | FOUNDER AND CO-CEO | D | Control |
| MIKO, LEIGHANN, ROSE | I | FOUNDER AND CO-CEO | D | Control |
| MIKO, LEIGHANN, ROSE | I | FOUNDER AND CO-CEO | D | Control |
| MIKO, LEIGHANN, ROSE | I | FOUNDER AND CO-CEO | D | Control |
| SOELTER, KATRINA, STRELOW | I | FOUNDER, CO-CEO, AND CCO | D | Control |
| SOELTER, KATRINA, STRELOW | I | FOUNDER, CO-CEO, AND CCO | D | Control |
| SOELTER, KATRINA, STRELOW | I | FOUNDER, CO-CEO, AND CCO | D | Control |
| SOELTER, KATRINA, STRELOW | I | FOUNDER, CO-CEO, AND CCO | D | Control |
| SOELTER, KATRINA, STRELOW | I | FOUNDER, CO-CEO, AND CCO | D | Control |
| SOELTER, KATRINA, STRELOW | I | FOUNDER, CO-CEO, AND CCO | D | Control |
Registrations
Federal
IA
Dec 9, 2025 REGISTERED
Notice Filings (7)
AZ CA NY OR PA TX WA
Address
7080 HOLLYWOOD BLVD.SUITE 700
LOS ANGELES, CA 90028
United States
Phone: 310-807-5778