Avista Wealth Management
Avista Wealth Management (CRD# 151366) is a financial advisory firm headquartered in Northbrook, IL. They manage $28,512,000 in 103 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management29MILLION
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Total Number of Accounts103ACCOUNTS
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Average Account Value$276,816
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TX
Financial Advisors at Avista Wealth Management
1
Glenn Farkas (CRD# 4451861) is an Investment Advisor Representative working at Avista Wealth Management in Northbrook, IL and has over 22 years of experience in the finance industry.
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