Mathew
Rho
Avivar Capital, LLC
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About this Advisor
Mathew Rho is a financial advisor based in North Hollywood, California. Rho is an employee of Avivar Capital, LLC. Throughout their career, they have worked at N/A, Avivar Capital, New Richmond Ventures, Canvas Asl, LLC Dba Shockoe Atelier and Mother Duck And Three, LLC. Rho maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in California and Texas. Avivar Capital, LLC is an advisory firm that has its headquarters in North Hollywood, CA. It handles $444 million in total assets across its 28 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises 20 charitable organizations. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules largely are based on which services the firm provides the client. However, fees billed by Avivar Capital, LLC likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avivar Capital, LLC Brokerage Details
$444,400,000
21
28
$15,871,429
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
Mathew Rho Work History
Mathew has been registered as a financial advisor for 0 years.*
Avivar Capital
Mother Duck And Three, LLC
Canvas Asl, LLC Dba Shockoe Atelier
N/A
New Richmond Ventures
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mathew Rho 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
Santa Monica, CA
North Hollywood, CA
Los Angeles, CA
North Hollywood, CA
North Hollywood, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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