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).

Current Firm Details
233 E Carillo, Suite B, Santa Barbara, CA 93101
http://www.avalanwealth.com
By the Numbers
  • Total Assets Under Management
    405
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $653,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, TX, UT, WA

Financial Advisors at Avalan, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Rick Weber, financial advisor Santa Barbara CA
Rick J. Weber
CRD#: 1425738
233 E Carillo, Suite B, Santa Barbara, CA 93101

Rick Weber (CRD# 1425738) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 17 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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