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Home > Retirement Planners > california > port of redwood city > AVALON CAPITAL MANAGEMENT
AVALON CAPITAL MANAGEMENT
495 Seaport Court Ste 106
Port Of Redwood City, California 94063-2785
Tel: 650-306-1500
About AVALON CAPITAL MANAGEMENT
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| 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 |
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