Amit Josef

from Avitas Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Amit Josef is a financial advisor based in California, Los Angeles, with 11 years of experience. Amit currently works for Avitas Wealth Management, LLC. Amit maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Amit Josef works at Avitas Wealth Management, LLC
Avitas Wealth Management, LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $853,691,630 of assets under management and employs about 12 people. Avitas Wealth Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
1901 Avenue Of The Stars, Suite 1901, Los Angeles, California, 90067

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