Key facts
- AVISE FINANCIAL is a other based in LOS ANGELES, CA.
- AVISE FINANCIAL reports $784K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 328790- Regulatory AUM
- $784K
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- LOS ANGELES, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as AVISE FINANCIAL COOPERATIVE, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for AVISE FINANCIAL are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is AVISE FINANCIAL's AUM?
- AVISE FINANCIAL manages approximately $784K in assets.