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AVINA FINANCIAL GROUP, INC.
CRD 285527
17138 BELLFLOWER BLVD, SUITE 201, BELLFLOWER, CA, 90706, United States
Phone
562-464-3973
Fax
888-488-1368
Registration
— (—)
Source
State registered
Total AUM
$102.1M
Discretionary AUM
$62.3M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $33.4M |
| High net worth individuals | 25 | $20.0M |
| Pension/profit sharing plans | 32 | $46.7M |
| Corporations/business entities | 4 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD