Sign in Sign up for free

Aviv Asset Management, LLC (Orlando)


Aviv Asset Management, LLC is an adviser based in Orlando. It manages $28 of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014.

Aviv Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aviv Asset Management: assets under management

The assets under management (AUM) of Aviv Asset Management, LLC is $28, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $28 in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7 each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aviv Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orlando

The principal office where Aviv Asset Management, LLC performs its advisory services is located at 9548 Baycliff Court, Orlando, FL 32836, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-368-7987 or by fax 407-264-8232. The normal business hours are 9am-5pm on Monday - Friday.


Registered investment advisers similar to Aviv Asset Management, LLC