RIA Intel›Advisers›California›AVINA FINANCIAL GROUP, INC.

AVINA FINANCIAL GROUP, INC.

Advisory

BELLFLOWER, CA

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in CA

#2,777

of 5,480 advisers by AUM

Average account

$338K

across 302 accounts

AUM per adviser

$51M

2 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM

$102M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$102M

Discretionary AUM$62M

Non-Discretionary AUM$40M

Discretionary %61%

Total Clients175

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

175 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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