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Avp Advisors, LLC (Sherman Oaks)


Avp Advisors, LLC is a mid-sized advisory firm based in Sherman Oaks. It manages $86.58 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

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Avp Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Avp Advisors: assets under management

The assets under management (AUM) of Avp Advisors, LLC is $86.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $86.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.58 million each.
Avp Advisors has custody of $85.52 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Avp Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Susan Jenay Barlow President 1 Mar 1991 75% - 100% 1937590
Richard Stephen Ziman Trustee 1 Jun 1999 Other 4514735
The Rsz Trust Member 1 Apr 2006 75% - 100% xxx-xx-xxxx

Based in Sherman Oaks

The principal office where Avp Advisors, LLC performs its advisory services is located at 15260 Ventura Boulevard, Sherman Oaks, CA 91403, 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 310-689-7700 or by fax 310-689-7717. The normal business hours are 9:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at avpadvisors.com.


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