


Avisen Wealth Management Revenue
Investment, Funds and Trusts • Arden, California, United States • 11-20 Employees
Avisen Wealth Management revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Key Contact at Avisen Wealth Management
Ken Brown
Co-Founder & Ceo
Company overview
| Headquarters | 3620 American River Drive, Suite 145, Sacramento, CA 95864, US |
| Phone number | +19164802747 |
| Website | |
| Keywords | Wealth Management, Asset Management, Corporate Services, Brokerage Services, Private Client Services, Retirement Services |
| Founded | 2003 |
| Employees | 11-20 |
| Socials |
Avisen Wealth Management Email Formats
Avisen Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@avisensecurities.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@avisensecurities.com | 100% |
About Avisen Wealth Management
Avisen Wealth Management (formally Avisen Securities) is a full-service investment securities firm founded on personalized client service and original independent investment advice and research. The firm offers clients an expansive array of quality investment products and services including traditional brokerage products, private client services, fee-based advisory, wealth management services and corporate services. Our customized programs are designed to grow, protect, and conserve our client`s wealth by delivering an unprecedented level of personalized service and expertise. We encourage you to explore our site and learn more about the services we provide. DISCLAIMER: Securities offered through Avisen Wealth Management, Inc. (member FINRA/SIPC). Posts on the LinkedIn social network should NOT be construed as a solicitation, offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. While reasonable efforts are used to obtain information from sources deemed to be reliable, nothing contained on LinkedIn, in group conversations, or in the answers section constitutes investment, financial, legal, tax or other advice, nor is it to be relied on in making an investment or other decisions. Avisen Wealth Management expressly disclaims all liability for actions taken or not taken based on any or all of the contents on LinkedIn. Updates and posts are commentary only. Third-party posts do not reflect the views of Avisen Wealth Management and have not been reviewed by the Firm for accuracy. Full disclaimer and guidelines can be found at https://avisenwealth.com/social-media-guidelines
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Avisen Wealth Management has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Avisen Wealth Management has never raised funding before.
Avisen Wealth Management Tech Stack
Discover the technologies and tools that power Avisen Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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