Sign in
Create a free account
INVESTMENT DIVISION, AVALON TRUST COMPANY
SANTA FE, NM
505-983-1111
SEC #801-60443Total AUM
$172.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
125 LINCOLN AVENUE, SUITE 100
SANTA FE
NM 87501
USA
SANTA FE
NM 87501
USA
Operating Hours
8:30AM-4:30PM
Monday - Friday
Monday - Friday
Phone
505-983-1111
Financials
Total AUM
$172.7M
Accounts
52Discretionary
$163M
Accounts
40Non-Discretionary
$9.8M
Accounts
12
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MANMTXVA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.