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Financial Advisor
California
Santa Barbara
AVALAN, LLC

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

No. of Advisors:

10

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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