AVALAN, LLC
Tel: 805-962-7725 233 E Carillo Suite B Santa Barbara, California 93101
About AVALAN, LLC
AVALAN, LLC is a Santa Barbara, California based financial advisory firm with nearly $405,417,977 in assets under management and provides investment advisory services for 620 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
156109
Firm SEC#:
801-107405
Assets Under Management:
$405,417,977
No. of Clients:
620
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops
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