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⚲
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| Avalon Advisory Group LLC
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|
|
|---|---|
| CRD # | 297090 |
| SEC # | 801-113420 |
| CIK # | 0001221362, 0001802119 |
| AUM | $290.3 M (2026-03-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 412-879-0584 |
| Address | 150 N Meadows Drive Wexford, PA 15090 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 30.2 |
| (b) Individuals (high net worth individuals) | 54 | 260.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 290.3 |
| By Discretionary | ||
| Discretionary | 457 | 290.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 457 | 290.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.3 | |
| Total | 457 | 290.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001221362] | |
| 13F-HR | [0001802119] |
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|---|---|---|
|
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