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Avisen Wealth Management

Avisen Wealth Management Revenue

Investment, Funds and TrustsFlag of USArden, California, United States11-20 Employees

$

Avisen Wealth Management revenue & valuation

Annual revenue$1,026,660
Revenue per employee$86,000
Estimated valuation?$3,300,000
Total fundingNo funding

Key Contact at Avisen Wealth Management

Flag of US

Ken Brown

Co-Founder & Ceo

Company overview

Headquarters3620 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
Founded2003
Employees11-20
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.

FormatExamplePercentage
{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

Entry
C-Suite
Manager

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.

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Node.js

Node.js

Programming languages

Calendly

Calendly

Appointment scheduling

Open Graph

Open Graph

Miscellaneous

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Express

Express

Web frameworks

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Avisen Wealth Management is located in Arden, California, US.
You can reach Avisen Wealth Management at +19164802747.
Avisen Wealth Management generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.
Avisen Wealth Management has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Avisen Wealth Management was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.
Avisen Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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