Enviso Capital, LLC is a large advisory firm based in San Diego. It manages $143.82 million of regulatory assets for 1,004 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Oregon, and Washington.
Enviso Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Enviso Capital, LLC is $143.82 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Enviso Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Enviso Capital, LLC performs its advisory services is located at 10920 Via Frontera, Suite 520, San Diego, CA 92127, 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 858-679-5000 or by fax 858-679-0300. The normal business hours are 8am - 4pm on Monday - Friday. You can find more information about the New York firm at envisocapital.com.