|
⚲
|
| Avalon Advisory Group LLC
✚
| |
|---|---|
| CRD # | 297090 |
| SEC # | 801-113420 |
| CIK # | 0001802119, 0001221362 |
| AUM | $227.1 MM (2024-03-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 412-879-0584 |
| Address | 150 N Meadows Drive Wexford, PA 15090 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| FITB | 23.9 | 0.0 | |
| BOKF | 5.3 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| WSBC | 1.9 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 50.2 |
| (b) Individuals (high net worth individuals) | 54 | 176.9 |
| (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 | 505 | 227.1 |
| By Discretionary | ||
| Discretionary | 483 | 222.8 |
| Non-Discretionary | 22 | 4.3 |
| Total | 505 | 227.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.1 | |
| Total | 505 | 227.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001221362] | |
| 13F-HR | [0001802119] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Envision Financial LLC
✚
|
WI | 0.2 |
|
Wela Strategies Inc
✚
|
GA | 0.2 |
|
Massachusetts Wealth Management LLC
✚
|
MA | 0.2 |
|
Agate PASS Investment Management LLC
✚
|
WA | 0.2 |
|
Spraker West Wealth Management Inc
✚
|
FL | 0.2 |
|
Apricus Wealth LLC
✚
|
SC | 0.2 |
|
Beacon Wealthcare LLC
✚
|
NC | 0.2 |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 0.2 |
|
GPM Growth Investors Inc
✚
|
MI | 0.2 |
|
Fortress Planning Group LLC
✚
|
WI | 0.2 |