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AVALAN, LLC

Tel: 805-962-7725
233 E Carillo
Suite B
Santa Barbara, California  93101

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AVALAN, LLC

AVALAN, LLC is a Santa Barbara, California based financial advisory firm with nearly $405,417,977 in assets under management and provides investment advisory services for 620 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

156109

SEC#:

801-107405

No. of Clients:

620

Assets under Management

$405,417,977

No. of Advisors:

10

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