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AVALAN, LLC
SANTA BARBARA, CA
805-962-7725
SEC #801-107405Total AUM
$621.8M
Employees
11Clients
320Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
233 E CARILLO
SUITE B
SANTA BARBARA
CA 93101
United States
SUITE B
SANTA BARBARA
CA 93101
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
805-962-7725
Other Offices
2
Financials
Total AUM
$621.8M
Accounts
768Discretionary
$544.4M
Accounts
735Non-Discretionary
$77.5M
Accounts
33
Clients
Individual Clients
144AUM
$72.8M
HNW Individual Clients
121AUM
$352.5M
Pension/Profit Sharing Plan Clients
35AUM
$90.2M
Charitable Organization Clients
6AUM
$31.5M
Insurance Company Clients
1AUM
$27.8M
Other Clients
13AUM
$47.1M
Description of Other Clients
LLCS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILMITXUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.