Avalon Financial Advisors
Avalon Financial Advisors (CRD# 147097) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $3,521,744 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$1,173,915
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
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
Financial Advisors at Avalon Financial Advisors
1
Andrew McVay (CRD# 5565646) is an Investment Advisor Representative working at Avalon Financial Advisors in Laguna Hills, CA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.