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Building 2AVALAN, LLC

Map pinSANTA BARBARA, CA
Phone805-962-7725
NotebookSEC #801-78429
Total AUM
$70M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
233 E CARILLO
SUITE B
SANTA BARBARA
CA 93101
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
805-962-7725

ReceiptFinancials

Total AUM
$70M
Accounts
180
Discretionary
$50M
Accounts
173
Non-Discretionary
$20M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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