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AVISE FINANCIAL
AVISE FINANCIAL COOPERATIVE, INC.
CRD 328790 · SEC 801-131992
7080 HOLLYWOOD BLVD., SUITE 700, LOS ANGELES, CA, 90028, United States
Phone
310-807-5778
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.4M
Discretionary AUM
$169.4M
Team
7 total employees; 6 advisory reps; 58 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $48.3M |
| High net worth individuals | 47 | $121.2M |
States served
AZ, CA, CO, NY, OR, WA, TX
All web addresses on file
- https://www.equalisfinancial.com/
- https://www.facebook.com/EqualisFinancial
- https://www.instagram.com/equalisfp/
- https://www.linkedin.com/company/equalis-financial
- https://www.linkedin.com/company/hyla-financial/
- https://www.instagram.com/katrina_equalis/
- https://www.hylafinancial.com/
- https://www.instagram.com/avisefinancial/
- https://www.thesisfinancial.com
- https://www.linkedin.com/company/solidi-wealth-advisors/
- https://twitter.com/avisefinancial
- https://www.linkedin.com/company/thesis-financial/
- https://www.linkedin.com/company/primeros-financial/
- https://theresapablos.com/
- https://www.linkedin.com/company/avise-financial/
- https://www.linkedin.com/thesisfinancial
- https://www.facebook.com/thesisfinancial
- https://www.instagram.com/ksoelter_thesis
- https://primerosfinancial.com/
- https://www.solidiwealth.com/
- https://www.avisefinancial.com
- https://twitter.com/EqualisFP
- https://www.youtube.com/@SolidiWealthAdvisors
Official SEC filing: View on IAPD