Avalon Asset Management Company

Avalon Asset Management Company (CRD# 139056) is a financial advisory firm headquartered in , . They manage $2,500,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $416,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Avalon Asset Management Company
Showing 1 - 1 of 1 top financial advisors.
1
Michael K. Flynn
CRD#: 1149281
Lexington, MA
96
Wealthminder
score

Michael Flynn (CRD# 1149281) is an Investment Advisor Representative working at Avalon Asset Management Company in Lexington, MA and has over 33 years of experience in the finance industry.

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