Avalan, LLC
Avalan, LLC (CRD# 156109) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $405,417,977 in 620 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management405MILLION
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Total Number of Accounts620ACCOUNTS
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Average Account Value$653,900
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, IL, TX, UT, WA
Kathryn Courain (CRD# 4062768) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Jeffrey Hall (CRD# 6940918) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.
Jeffrey Jagard (CRD# 4601379) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 18 years of experience in the finance industry.
Rahul Kalsi (CRD# 5437468) is an Investment Advisor Representative working at Avalan, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Elizabeth Saghi (CRD# 707605) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry.
Richard Schuette (CRD# 2907767) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.
Casey Slemmons (CRD# 5613907) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Jeffery Thompson (CRD# 5866005) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 13 years of experience in the finance industry.
Peter Madlem (CRD# 1363143) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 37 years of experience in the finance industry.
Sean Madlem (CRD# 7265071) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.