Avalon Advisors LLC
- Assets, Funds, Holdings
| Avalon Advisors LLC
|
|---|
| CRD # | 112556 |
| SEC # | 801-60244 |
| CIK # | 0001221362 |
| AUM |
|
| Employees |
55 (58% Investors, 49% Brokers)
|
| Phone | 713-238-2050 |
| Address | 2929 Allen Parkway
Houston, TX 77019-7124 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($BB)
|
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($BB) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
327
|
0.2 |
| (b) Individuals (high net worth individuals) |
1,207
|
5.0 |
| (c) Banking or thrift institutions |
1
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
7 |
1.0 |
| (g) Pension and profit sharing plans |
4 |
0.1 |
| (h) Charitable organizations |
98 |
0.7 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
8 |
0.2 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
17 |
0.2 |
| (n) Other |
2 |
0.0 |
| Total |
2,101 |
7.3 |
| By Discretionary |
| Discretionary |
1,543 |
7.0 |
| Non-Discretionary |
558 |
0.3 |
| Total |
2,101 |
7.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
7.3 |
| Total |
2,101 |
7.3 |
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