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3620 American River Drive Suite 145, Sacramento, CA 95864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-02-08 |
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 Advisors, Llc | Sacramento | CA | 06/2001 | Present |
AVISEN ADVISORS, LLC., 3620 AMERICAN RIVER DRIVE, SUITE 145, SACRAMENTO, CA 95864 RIA INVESTMENT RELATED. CCO, INVESTMENT ADVISOR REPRESENTATIVE AND MANAGING MEMBER, DUTIES INCLUDE PORTFOLIO MANAGEMENT SERVICES, AND COMPLIANCE OVERSIGHT/SUPERVISION, 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 | 1992-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-11 |
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