|
⚲
|
| Keyboard |
| Avise Financial Cooperative Inc
✚
|
|
|---|---|
| CRD # | 328790 |
| SEC # | 801-131992 |
| CIK # | 0002013342 |
| AUM | 169.4 M (2026-06-22) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 310-807-5778 |
| Address | 7080 Hollywood Blvd Los Angeles, CA 90028 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.0 | ||
| Microsoft Corp | 1.3 | ||
| Amazon Com Inc | 1.2 | ||
| Franklin Templeton Holdings Trust | 1.0 | ||
| Schwab Charles Corp | 0.9 | ||
| Verizon Communications Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 48.3 |
| (b) Individuals (high net worth individuals) | 47 | 121.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 505 | 169.4 |
| By Discretionary | ||
| Discretionary | 505 | 169.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 505 | 169.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 168.7 | |
| Total | 505 | 169.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002013342] | |
| D | [0002013342] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 58 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Opulen Financial Group LLC
✚
|
VA | 171.8 M |
|
Mandalay Financial LLC
✚
|
TX | 171.5 M |
|
Littlejohn Financial Services Inc
✚
|
OR | 171.3 M |
|
Donald W Nicholson & Associates Ltd
✚
|
DE | 171.2 M |
|
Life Planning Advisors LLC
✚
|
MT | 169.2 M |
|
FLP Wealth Management LLC
✚
|
AR | 169.1 M |
|
Town Capital LLC
✚
|
MD | 168.8 M |
|
Stewardship Capital Ltd
✚
|
MO | 168.4 M |
|
Boyd Capital Management LLC
✚
|
NY | 168.3 M |
|
The ETF Store Inc
✚
|
KS | 168.2 M |