CRD: 285527
Avina Financial Group, Inc.
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- Custodian
- Charles Schwab & Company ยท Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-06-2016
- Office Locations
- 1
Office Locations
About Avina Financial Group, Inc.
Avina Financial Group, Inc. is a California-based RIA focused on retirement planning, with an emphasis on tax planning for retirement income and Medicare guidance. The team delivers one-on-one financial planning, portfolio construction, and ongoing asset management for retirees as well as entrepreneurs and business owners. Portfolios are commonly implemented with ETFs and mutual funds across equity and fixed income.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EMANUEL OMAR AVINA
Chief Compliance Officer, Financial Professional, President
- CRD
- #5403314
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GEORGE IVAN ZULUAGA
Investment Advisor Representative
- CRD
- #5831343
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,270,000 | -- |
| Non-Discretionary | $39,830,000 | -- |
| Total | $102,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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