Avalan LLC


Assets, Funds, Holdings

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Avalan LLC
CRD #156109
SEC #801-107405
AUM $233.7 MM (90% Disc, 100% US, 2020-03-25)
Employees6 (100% Investors, 0% Brokers)
Address233 E Carillo
Santa Barbara, CA 93101
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Waller Financial Planning Group Inc
OH 0.2
Capital Asset Care Inc
MN 0.2
Heartland Wealth Advisors LLC
KS 0.2
Etesian Wealth Advisors Inc
OR 0.2
Clear Rock Advisors LLC
TX 0.2
Security Asset Management Inc
NY 0.2
NBZ Investment Advisors LLC
TN 0.2
Northeast Planning Associates Inc
NH 0.2
Thayer Partners LLC
MA 0.2
Goodreid Investment Counsel Corp
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