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Nicolas Alejandro Rubio rubio

Avivar Capital, LLC

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About Nicolas Alejandro Rubio rubio

Nicolas Alejandro Rubio Rubio is an investment advisor representative with Avivar Capital, LLC, registered in California. Nicolas Rubio has been in the industry since May 2012. Avivar Capital, LLC is an investment advisory firm with offices in Palm Desert and North Hollywood, California. Nicolas Rubio is a Chartered Financial Analyst and specializes in financial planning, educational seminars, selection of other advisors, and portfolio management.

Firm Information

Nicolas Rubio rubio is currently registered with Avivar Capital, LLC. Avivar Capital, LLC is an investment advisor located in NORTH HOLLYWOOD, CA. They primarily serve charitable organizations and provide financial planning, educational seminars, and selection of other advisors. They manage assets for individuals, businesses, and pooled investment vehicles. Avivar Capital currently manages $443,208,449 for 19 clients. They have 7 investment advisor representatives.
Avivar Capital, LLC

5250 LANKERSHIM BLVD.

NORTH HOLLYWOOD, CA 91601

$443.21M

Assets Under Management

6

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Nicolas Rubio rubio’s Registration & Firm History

CA

09/29/2023 - Present

Avivar Capital, LLC (Palm Desert CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicolas Alejandro Rubio rubio.
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