Avalon Capital Management
Avalon Capital Management (CRD# 107501) is a financial advisory firm headquartered in Redwood City, CA. They manage $400,485,839 in 443 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management400MILLION
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Total Number of Accounts443ACCOUNTS
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Average Account Value$904,031
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, TX
Financial Advisors at Avalon Capital Management
1
Ross Revenaugh (CRD# 4265794) is an Investment Advisor Representative working at Avalon Capital Management in Redwood City, CA and has over 15 years of experience in the finance industry.
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