Be advised. This firm is no longer registered.

Avalon Investment & Advisory

Avalon Investment & Advisory (CRD# 112556) is a financial advisory firm headquartered in Houston, TX. They manage $7,302,868,541 in 2,101 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,303
    MILLION
  • Total Number of Accounts
    2,101
    ACCOUNTS
  • Average Account Value
    $3,475,901
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Avalon Investment & Advisory
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.