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Clara Basile

AVALON CAPITAL MANAGEMENT·PORT OF REDWOOD CITY, California
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495 SEAPORT COURT STE 106, PORT OF REDWOOD CITY, CA 94063-2785CRD# 1939862Firm CRD# 107501
01

About

Clara Basile is a registered financial advisor based in PORT OF REDWOOD CITY, California, affiliated with AVALON CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AVALON CAPITAL MANAGEMENT
AVALON CAPITAL MANAGEMENT
AUM
$400M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AVALON CAPITAL MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1939862
Firm CRD# 107501
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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