James
Nichols
Avivar Capital, LLC
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About this Advisor
James Nichols is a financial advisor based in Los Angeles, California, working with Avivar Capital, LLC. James has previously held positions at Foodbank Of Santa Barbara County, Avivar Capital, LLC, and Balance Financial Management. James has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, James is part of Avivar Capital, LLC, which operates out of Los Angeles, California. The firm has 19 employees and manages assets totaling $443.2 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Avivar Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avivar Capital, LLC Brokerage Details
$443,208,449
19
19
$23,326,760
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
- Educational seminars/workshops
James Nichols Work History
Avivar Capital, LLC
Balance Financial Management
Foodbank Of Santa Barbara County
Disclosures
Please visit the SEC profile of James Nichols to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avivar Capital, LLC
North Hollywood, CA
North Hollywood, CA
Solon, OH
Houston, TX
Carlsbad, CA
Santa Monica, CA
Palm Desert, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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