Avalon

Avalon (CRD# 168033) is a financial advisory firm headquartered in Boca Raton, FL. They manage $58,260,624 in 260 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
980 North Federal Highway #110, Boca Raton, FL 33432
https://avaloninvest.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $224,079
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, LA, PA, TX

Financial Advisors at Avalon
Showing 1 - 1 of 1 top financial advisors.
1
Michael Reilly, financial advisor Boca Raton FL
Michael J. Reilly
CRD#: 2006998
980 North Federal Highway #110, Boca Raton, FL 33432

Michael Reilly (CRD# 2006998) is an Investment Advisor Representative working at Avalon in Boca Raton, FL and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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