Unclaimed Profile

Peter White Madlem

AVALAN, LLC·SANTA BARBARA, California

Series 2, Series 7, Series 63, Series 65Clean record4 years registeredAVALAN, LLC

233 E CARILLO, SANTA BARBARA, CA 93101CRD# 1363143Firm CRD# 156109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter White Madlem · SANTA BARBARA, CA

Registration

CRD #1363143 · AVALAN, LLC · 4 years registered

Brand Profile

Not yet started

Career History

AVALAN, LLC

Jan 2022 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · January 14, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVALAN, LLC

CRD 156109 · SEC 801-107405

AUM

$405M

Regulatory assets under management

Employees

620 client accounts

Services offered by AVALAN, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AVALAN, LLC →

Introduction

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Frequently Asked Questions

What services does Peter White Madlem offer?

Peter White Madlem specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Peter White Madlem's credentials?

Peter White Madlem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter White Madlem located?

Peter White Madlem is based in SANTA BARBARA, California, working with AVALAN, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Peter White Madlem charge for services?

Peter White Madlem's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVALAN, LLC?

AVALAN, LLC has approximately 10 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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