Avalon

Overview

Avalon operates as a limited liability company serving individual and family clients. The firm is state-registered in Florida and Louisiana and is owned by an individual principal. Its advisory practice centers on portfolio management for individuals and small businesses and it also produces periodicals or newsletters as part of its client communications. Fee arrangements include a percentage-of-AUM component, fixed fees, and the ability to charge performance-based fees. Avalon does not identify as an ESG-focused investor and is not described as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices