AVISE FINANCIAL COOPERATIVE, INC.

AVISE FINANCIAL COOPERATIVE, INC. of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 328790). Regulatory assets under management: $169.4M.

Registration

• CRD: 328790
• SEC file number: 801-131992
• Type: Registered investment adviser
• Location: 7080 HOLLYWOOD BLVD., SUITE 700, LOS ANGELES, CA, 90028
• Phone: 310-807-5778
• Latest filing: 2026-06-22
• Regulatory AUM: $169.4M
• Discretionary AUM: $169.4M
• Clients: 7
• Accounts: 505

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328790 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search