A
CRD: 113791
Avisen Advisors, LLC
Sacramento, CA, 95864
9164802747
$389.0M Total AUM
$383.9M Disc. AUM
15.0% 3Y CAGR
9 Employees
191 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-17-2002
- Office Locations
- 2
Office Locations
3620 American River Drive, Suite 145 Sacrament CA
6880 S. Mccarran Blvd Suite 3 Reno NV
About Avisen Advisors, LLC
Avisen Advisors, LLC is a Sacramento-based RIA with 2 offices. The firm has been operating for 23 years. Managing $389.0M in total assets under management, with 9 advisory representatives. They custody assets with Pershing. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
63 AVG AGE
$43.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
15.1 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Fusion alpha Catalyst
Client Personas
Summit
Investment Themes
Peak Wave Vector
Investment Vehicles
Wave meridian Alpha
Platform
Capital
Services
Quantum fusion Horizon ridge Timber fusion Crest zenith Quantum
Owner & Executives
K
KENNETH ELVIN BROWN
Managing Member
- CRD
- #1014957
- Ownership
- 50% but less than 75%
(622) 963-4398
foundation.momentum@signalcapital.com
in linkedin.com/in/zenith-vertex
A
ALAN WAYNE ROBELLO JR
Chief Compliance Officer, Managing Member
- CRD
- #1625027
- Ownership
- 50% but less than 75%
(297) 301-4107
value.ridge@harborcapital.com
in linkedin.com/in/momentum-atlas
Showing 2 of 2 owners & executives
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DAVID LOTEN BASKINS
--
- CRD
- #704432
(685) 424-1189
beacon.signal@alphacapital.com
in linkedin.com/in/bridge-pioneer
LINDA MAY BECKER
Vice President
- CRD
- #1228907
(970) 350-3434
peak.frontier@frontiercapital.com
in linkedin.com/in/matrix-value
C
Capital signal
Meridian fusion
- CRD
- #34414
(201) 229-9820
atlas.quantum@meridiancapital.com
in linkedin.com/in/element-fusion
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $383,909,685 | $880,527 |
| Non-Discretionary | $5,051,326 | $2,525,663 |
| Total | $388,961,011 | $888,039 |
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Separately Managed Accounts
Total SMA Asset: $388,961,011
Equity - Exchange:
12.2% Cash:
12.0% Public Funds:
12.1% U.S. Government/Agency:
22.4% Municipal Bonds:
29.7% Corporate - Investment Grade:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,028,877,435 | 12.2% |
| Cash | $1,012,010,592 | 12.0% |
| Public Funds | $1,020,444,013 | 12.1% |
| U.S. Government/Agency | $1,889,086,438 | 22.4% |
| Municipal Bonds | $2,504,726,215 | 29.7% |
| Corporate - Investment Grade | $978,276,905 | 11.6% |
| Total | $8,433,421,598 | 100.0% |