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Building 2AVALON CAPITAL MANAGEMENT

Map pinPORT OF REDWOOD CITY, CA
Phone650-306-1500
NotebookSEC #801-41657
Total AUM
$582.2M
Employees
5
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
495 SEAPORT COURT STE 106
PORT OF REDWOOD CITY
CA 94063-2785
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
650-306-1500

ReceiptFinancials

Total AUM
$582.2M
Accounts
508
Discretionary
$463.9M
Accounts
391
Non-Discretionary
$118.3M
Accounts
117

ContactClients

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Individual Clients
31
AUM
$9.8M
HNW Individual Clients
129
AUM
$550.3M
Pension/Profit Sharing Plan Clients
1
AUM
$20.6M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$104.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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