Avalon Capital Management

Avalon Capital Management (CRD# 107501) is a financial advisory firm headquartered in Redwood City, CA. They manage $193,141,000 in 295 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $654,715
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 - 1 of 1 top financial advisors.
1
William D. Oberman
CRD#: 2411446
495 Seaport Court, Suite 320, Redwood City, CA 94063
90
Wealthminder
score

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.