Unclaimed Profile

Peter White Madlem

AVALAN, LLC·SANTA BARBARA, California

Clean recordAVALAN, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter White Madlem is a registered financial advisor based in SANTA BARBARA, California, affiliated with AVALAN, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

AVALAN, LLC

AUM

$405M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AVALAN, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1363143

Firm CRD# 156109

View on FINRA BrokerCheck →

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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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