Avise Financial Cooperative, Inc.
● SEC registered since 2025CRD 328790SEC# 801-131992Los Angeles, CA
Reg. AUM
$169.4M
Employees
7
Accounts
505
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 $169.4 million in regulatory assets under management and employs 7 people.
Avise Financial Cooperative, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katrina Strelow Soelter Control | Founder, Co-Ceo, And Cco | 50-75% | 2023 |
| Leighann Rose Miko Control | Founder And Co-Ceo | 50-75% | 2023 |
Frequently asked questions
How much does Avise Financial Cooperative, Inc. manage?
Avise Financial Cooperative, Inc. reports $169.4 million in regulatory assets under management on its Form ADV.
How many employees does Avise Financial Cooperative, Inc. have?
Avise Financial Cooperative, Inc. reports 7 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
| Address | 7080 Hollywood Blvd., Suite 700, Los Angeles, CA 90028 |
| Phone | 310-807-5778 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$169.4M▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$169.4Mregulatory AUM
Discretionary $169.4M