Advisor at Avesta Venture Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Avesta Venture Advisors
Location
N. Bethesda, MD 20895
Credentials
Series 63, Series 65
Industry experience
3 years
Andrew Omidvar is a financial advisor at Avesta Venture Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors since 1999. Outside of his advisory role, he has been affiliated with the University of DC since 1988. Avesta Venture Advisors provides technology-focused research and advisory services to qualified investors and institutional clients, including pension plans and endowments. The firm specializes in evaluating future technologies in computer and electronics using public information and employs a project-based billing approach.
$0 - $100,000: 2.5% $100,000 - $500,000: 2.0% $500,000 - $1,000,000: 1.5% $1,000,000+: 1.25%
Fees billed based on amount of research required; clients may elect to be billed in advance or afterward; specific hourly rate not stated
11418 Orleans Way
N. Bethesda, MD 20895
Maryland
Triad Advisors
1999 - Present (27 years)
University of DC
1988 - Present (38 years)
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