← Directory
AVISE FINANCIAL
Legal name: AVISE FINANCIAL COOPERATIVE, INC.
CRD 328790File 801-131992
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.4M
Bottom 25% of cohort (national)
Discretionary AUM
$169.4M
Clients
170
505 accounts
Employees
7
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 18, 2025
- Principal office
- 7080 HOLLYWOOD BLVD., SUITE 700, LOS ANGELES, CA, 90028
- Phone
- 310-807-5778
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.4M
- Discretionary AUM
- $169.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 505
- Non-discretionary accounts
- 0
- Total accounts
- 505
- AUM per client
- $997K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $121.2M |
| Individuals (other than high net worth individuals) | 123 | $48.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.