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AVALON WEALTH ADVISORY, INC.
CRD 114311
9775 CROSSPOINT BLVD., SUITE 110, INDIANAPOLIS, IN, 46256, United States
Phone
317-814-4790
Fax
317-814-4791
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
15 total employees; 6 advisory reps; 230 broker-dealer reps
Clients
101-250
Fees
Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningSelection of other advisers
All web addresses on file
Official SEC filing: View on IAPD