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Clara Basile

AVALON CAPITAL MANAGEMENT·PORT OF REDWOOD CITY, California
Series 2, Series 65Clean record1 years registeredAVALON CAPITAL MANAGEMENT
495 SEAPORT COURT STE 106, PORT OF REDWOOD CITY, CA 94063-2785CRD# 1939862Firm CRD# 107501

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clara Basile · PORT OF REDWOOD CITY, CA
Registration
CRD #1939862 · AVALON CAPITAL MANAGEMENT · 1 years registered
Brand Profile
Not yet started
01

Career History

AVALON CAPITAL MANAGEMENT
Feb 2025 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · February 26, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVALON CAPITAL MANAGEMENT
CRD 107501 · SEC 801-41657
AUM
$400M
Regulatory assets under management
Employees
3
443 client accounts
Services offered by AVALON CAPITAL MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AVALON CAPITAL MANAGEMENT →
Introduction

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05

Frequently Asked Questions

What services does Clara Basile offer?
Clara Basile specializes in Financial Planning, Investment Management. Contact their office in PORT OF REDWOOD CITY, California for a consultation.
What are Clara Basile's credentials?
Clara Basile is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clara Basile located?
Clara Basile is based in PORT OF REDWOOD CITY, California, working with AVALON CAPITAL MANAGEMENT. Their office serves clients in the PORT OF REDWOOD CITY metropolitan area and surrounding communities.
How does Clara Basile charge for services?
Clara Basile's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVALON CAPITAL MANAGEMENT?
AVALON CAPITAL MANAGEMENT has approximately 3 employees and manages $400M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVALON CAPITAL MANAGEMENT

Ross Norman Revenaugh
PORT OF REDWOOD CITY, CA
William Daniel Oberman
PORT OF REDWOOD CITY, CA

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