Avalan LLC

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Assets, Funds, Holdings

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CAFR Data
Avalan LLC
CRD #156109
SEC #801-107405
CIK #
AUM $233.7 MM (90% Disc, 100% US, 2020-03-25)
Employees6 (100% Investors, 0% Brokers)
Phone805-962-7725
Address233 E Carillo
Santa Barbara, CA 93101
Source [IAPD] [Website]
Total AUM ($MM)
240192144964802010201320172021
Comparable Firms State AUM ($BB)
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OH 0.2
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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
0.2
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