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3620 American River Drive Suite 145, Sacramento, CA 95864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-30 |
| CA | RA | APPROVED | 2010-02-05 |
Branch Locations
3620 American River Drive Suite 145, Sacramento, CA 95864 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avisen Wealth Management, Inc. | Sacramento | CA | 01/2003 | Present |
| Avisen Advisory, Llc | Sacramento | CA | 06/2001 | Present |
AVISEN ADVISORS, LLC. 3620 AMERICAN RIVER DRIVE, SUITE 145, SACRAMENTO, CA 95864. RIA, INVESTMENT RELATED. INVESTMENT ADVISOR REPRESENTATIVE AND MANAGING MEMBER, DUTIES INCLUDE PORTFOLIO MANAGEMENT SERVICES AND SUPERVISORY, START DATE IS JUNE 1 2001, APPROXIMATELY 85 HOURS PER MONTH OF WHICH 48 HOURS ARE DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-07 |
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