Avr Boulder Bay Capital, LLC

Avr Boulder Bay Capital, LLC (CRD# 159477) is a financial advisory firm headquartered in Sierra Madre, CA. They manage $18,914,000 in 24 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $788,083
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, TX

Financial Advisors at Avr Boulder Bay Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald E. Evenson
CRD#: 2110657
49 S. Baldwin Ave, Suite K, Sierra Madre, CA 91024
96
Wealthminder
score

Donald Evenson (CRD# 2110657) is an Investment Advisor Representative working at Avr Boulder Bay Capital, LLC in Sierra Madre, CA and has over 26 years of experience in the finance industry.

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