Assets Under Management
$488.9M
Number of Clients
287
Number of Advisors
10
Average Client AUM
$1.7M
AUM per Advisor
$48.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Avalan, LLC provides investment advisory services including asset management, financial planning, and consulting. They tailor investment strategies to client needs, utilizing various securities. Financial planning covers investment, retirement, estate, tax, and other areas. They also refer clients to independent money managers.
233 E Carillo, Suite B, Santa Barbara, CA, 93101