Avi
Bialo

Arete Wealth Advisors, LLC

CRD#6165479
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Avi Bialo is a financial advisor operating in Woodland Hills, California, who has been in the industry for 11 years. Bialo works at Arete Wealth Advisors, LLC. The advisor has gained experience at Arete Wealth Management LLC, The Julliard School and Arete Wealth Advisors LLC. Bialo holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Florida, Maryland, Washington, Wisconsin, Hawaii and New Jersey. Arete Wealth Advisors, LLC is a registered investment firm that has its headquarters in Woodland Hills, California. The firm has offices in 25 locations and a total of 66 advisors. It has $1 billion in assets between its 5,274 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 5,274 customer accounts, 76% are held by high-net-worth clients who have greater than $1 million in investable assets. The business performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically are based on which service is provided. However, fee types billed by Arete Wealth Advisors, LLC most likely include some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6320 Canoga Ave Suite #1500
Woodland Hills, CA 91367

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Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,119,570,599

CA Average: $6,674,516,078
Total Number of Employees

66

CA Average: 44
Total Number of Accounts

5,274

CA Average: 2,564
Average Account Size

$212,281

CA Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Avi Bialo Work History

Avi has 11 years of experience.

2013 - Present (6 years)

Arete Wealth Management LLC

2013 - Present (6 years)

Arete Wealth Advisors LLC

2007 - 2009 (2 years)

The Julliard School

Disclosures

Avi Bialo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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