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AVALON INVESTMENT & ADVISORY
HOUSTON, TX
713-238-2050
SEC #801-60244Total AUM
$7.3B
Employees
55Clients
1,671Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2929 ALLEN PARKWAY
SUITE 3000
HOUSTON
TX 77019-7124
United States
SUITE 3000
HOUSTON
TX 77019-7124
United States
Operating Hours
7:30 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
713-238-2050
Other Offices
1
Financials
Total AUM
$7.3B
Accounts
2,101Discretionary
$7B
Accounts
1,543Non-Discretionary
$277.9M
Accounts
558
Clients
Individual Clients
327AUM
$179.6M
HNW Individual Clients
1,207AUM
$5B
Banking Clients
1AUM
$32.4M
Pooled Vehicle Clients
7AUM
$964.1M
Pension/Profit Sharing Plan Clients
4AUM
$68M
Charitable Organization Clients
98AUM
$682M
Insurance Company Clients
8AUM
$192.8M
Corporation or Business Clients
17AUM
$174.8M
Other Clients
2AUM
$16.8M
Description of Other Clients
CLASS ACTION TRUST
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIO PROVIDER; CONSULTATION WITH CLIENTS RELATED TO INVESTMENT CONSULTANTS AND INVESTMENT MANAGERS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SOLICITATION & CLIENT SERVICING AGMT W OTHER ADV'R; MODEL PORT.
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.