495 Seaport Court Ste 106
Port Of Redwood City, California 94063-2785
Tel: 650-306-1500
AVALON CAPITAL MANAGEMENT, formally registered with the SEC as AVALON CAPITAL MANAGEMENT. The firm was established in 06/04/1992. They have over 1 offices throughout the country.
AVALON CAPITAL MANAGEMENT is a Port Of Redwood City, California based Financial Planning firm with nearly $487,441,253 assets under management, offering retirement planning & investment advisory services to 487 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107501 |
| SEC# | 801-41657 |
| Assets Managed by Firm | $487,441,253 |
| No. of Clients | 487 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 487 | $487,441,253 |
| Individuals (other than high net worth individuals) | 25 | $8,402,061 |
| High net worth individuals | 132 | $463,826,320 |
| Pension and profit sharing plans | Fewer than 5 clients | $13,872,947 |
| Charitable organizations | Fewer than 5 clients | $1,339,925 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Port Of Redwood City, California