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David Tassone

Avise Financial

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About David Tassone

David Tassone is an Investment Advisor Representative with Avise Financial, a firm located in Los Angeles, CA. David is registered with the state of California and has been in the industry since 2018. David holds the Series 65 license and is a Certified Financial Planner. David has experience in Financial Planning, Pension Consulting, and Portfolio Management for businesses and individuals.

Firm Information

David Tassone is currently registered with Avise Financial. Avise Financial is a Registered Investment Advisor with $125,910,558 in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals and businesses. They have a total of 450 accounts, including 43 high-net-worth individuals with $91,328,297 in assets under management and 100 individuals other than high-net-worth with $34,582,261 in assets under management.

$125.91M

Assets Under Management

9

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Tassone’s Registration & Firm History

CA

10/07/2024 - Present

Avise Financial (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 01/17/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Tassone.
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