Avalon Capital Management

Avalon Capital Management (CRD# 107501) is a financial advisory firm headquartered in Port Of Redwood City, CA. They manage $246,185,300 in 263 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $936,066
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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.

CA, LA, TX

Financial Advisors at Avalon Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
William D. Oberman
CRD#: 2411446
495 Seaport Court, Suite 320, Port Of Redwood City, CA 94063

William Oberman (CRD# 2411446) is an Investment Advisor Representative working at Avalon Capital Management in Port Of Redwood City, CA and has 1 year of experience in the finance industry.

2
Ross N. Revenaugh
CRD#: 4265794
495 Seaport Court, Suite 106, Port Of Redwood City, CA 94063

Ross Revenaugh (CRD# 4265794) is an Investment Advisor Representative working at Avalon Capital Management in Port Of Redwood City, CA and has over 12 years of experience in the finance industry.

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