Avalan LLC

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Assets, Funds, Holdings

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CAFR Data
Avalan LLC
CRD #156109
SEC #801-107405
CIK #
AUM $169.1 MM (93% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Phone805-962-7725
Address233 E Carillo
Santa Barbara, CA 93101
Source [IAPD] [Website]
Total AUM ($MM)
240192144964802011201420172020
Comparable Firms State AUM ($BB)
Hergenroeder Financial Advisors Inc
MD 0.2
Waypoint Advisors LLC
VA 0.2
Kevin M Gibney and Company LLC
NJ 0.2
Checks & Balances Inc
GA 0.2
Access Financial Planning Inc
NJ 0.2
Knightsbridge Asset Management LLC
CA 0.2
Portfolio Advisors Inc
CA 0.2
New Market Wealth Management LLC
CA 0.2
Concentus Partners Management LLC
NY 0.2
Snowcap Capital Management LLC
TX 0.2
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