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Aviso Financial

EST. AUM
$621,295,558

CONTACTS
2

CLIENT ACCOUNTS
2,195

Firm Details

Metro area Seattle
CRD Number 108146
Website marciajs.com
Client types

Overview

Aviso Financial, LLC is an independent financial advisory firm providing transparent financial advice to individuals, families, executives, and institutional clients. The firm operates a hybrid advisory model, offering both fee-based investment advisory services and commission-based brokerage solutions. Brokerage services are provided through Osaic Wealth, Inc., a FINRA-registered broker-dealer and SIPC member, while advisory services are delivered through an independent registered investment advisory entity. The firm emphasizes long-term financial planning, fiduciary-aligned advice, and client-specific strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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