TrueAdvisor
TrueAdvisor
CS
CFP
CS
CFP

Casey William Slemmons

Avalan, LLC
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable Giving
Avalan, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
287 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$488.9M

Fee Structure

Minimum Annual Fee:$10,000

Location

233 E Carillo, Suite B, Santa Barbara, CA, 93101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Avalan, LLC
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Advised Assets Group, LLC
June 2016 - February 2019 · 2 yrs 8 mos
Gwfs Equities, INC.Broker
December 2008 - February 2019 · 10 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.