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AVALON FINANCIAL ADVISORS
MCVAY, ANDREW PHILLIP
CRD 147097
23272 MILL CREEK DR, STE 205, LAGUNA HILLS, CA, 92653, United States
Phone
949.305.5565
Fax
949.600.7984
Registration
— (—)
Source
State registered
Total AUM
$4.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $208K |
| High net worth individuals | 2 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD