AVALON

Overview

Avalon is organized as a limited liability company that serves individual and family clients. Its advisory services focus on portfolio management for individuals and small businesses and the publication of periodic newsletters. The firm charges a mix of percentage-of-assets, fixed fees, and performance-based fees. The FINTRX record classifies Avalon as unclassified, lists the owner type as an individual, and does not indicate a pension consultant role or related-adviser relationship. Avalon is not identified as an active ESG investor and is not marked as a multi-state adviser. The year of SEC registration is not provided in the available record.

Assets & Accounts

Investments & Alternatives