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AVALAN, LLC
CRD 156109 · SEC 801-107405
233 E CARILLO, SUITE B, SANTA BARBARA, CA, 93101, United States
Phone
805-962-7725
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$621.8M
Discretionary AUM
$544.4M
Team
11 total employees; 11 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $72.8M |
| High net worth individuals | 121 | $352.5M |
| Pension/profit sharing plans | 35 | $90.2M |
| Charitable organizations | 6 | $31.5M |
States served
CA, IL, MI, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD