AVINA FINANCIAL GROUP, INC.

AVINA FINANCIAL GROUP, INC. of BELLFLOWER, CA is an SEC-registered investment adviser (CRD 285527). Regulatory assets under management: $102.1M.

Registration

• CRD: 285527
• Type: Registered investment adviser
• Location: 17138 BELLFLOWER BLVD, BELLFLOWER, CA, 90706
• Phone: 562-464-3973
• Latest filing: 2026-05-14
• Regulatory AUM: $102.1M
• Discretionary AUM: $62.3M
• Non-discretionary AUM: $39.8M
• Clients: 4
• Accounts: 302

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285527 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search