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Home > Retirement Planners > california > santa barbara > AVALAN, LLC
AVALAN, LLC
233 E Carillo
Suite B
Santa Barbara, California 93101
Tel: 805-962-7725
About AVALAN, LLC
AVALAN, LLC, formally registered with the SEC as AVALAN, LLC. The firm was established in 03/16/2016. They have over 3 offices throughout the country.
AVALAN, LLC is a Santa Barbara, California based Financial Planning firm with nearly $405,417,977 assets under management, offering retirement planning & investment advisory services to 620 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156109 |
| SEC# | 801-107405 |
| Assets Managed by Firm | $405,417,977 |
| No. of Clients | 620 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 620 | $405,417,977 |
| Individuals (other than high net worth individuals) | 135 | $42,033,628 |
| High net worth individuals | 101 | $253,299,209 |
| Pension and profit sharing plans | 30 | $54,683,634 |
| Charitable organizations | 7 | $30,729,117 |
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