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Avise Financial Cooperative, Inc.

● SEC registered since 2025CRD 328790SEC# 801-131992Los Angeles, CA
Export (members)
Reg. AUM
$125.9M
Employees
4
Accounts
450
Location
Los Angeles, CA

Avise Financial Cooperative, Inc. assets under management

Avise Financial Cooperative, Inc. operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2025. It reports $125.9 million in regulatory assets under management and employs 4 people.
www.equalisfinancial.comView on SEC.gov ↗

Avise Financial Cooperative, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Katrina Strelow Soelter ControlFounder, Co-Ceo, And Cco50-75%2023
Leighann Rose Miko ControlFounder And Co-Ceo50-75%2023

Frequently asked questions

How much does Avise Financial Cooperative, Inc. manage?

Avise Financial Cooperative, Inc. reports $125.9 million in regulatory assets under management on its Form ADV.

How many employees does Avise Financial Cooperative, Inc. have?

Avise Financial Cooperative, Inc. reports 4 employees.

Where is Avise Financial Cooperative, Inc. located?

Avise Financial Cooperative, Inc. is based in Los Angeles, CA and has been SEC-registered since 2025.

Does Avise Financial Cooperative, Inc. disclose fund performance?

Avise Financial Cooperative, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7080 Hollywood Blvd., Suite 700, Los Angeles, CA 90028
Phone310-807-5778
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.9M
Non-discretionary$0
Total (RAUM)$125.9M