AVALAN, LLC

SANTA BARBARA, California·3 registered advisors·CRD# 156109
SEC# 801-1074052805-962-7725
01

Firm Overview

AUM
$405M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AVALAN, LLC

3 registered advisors
Kathryn E Courain
SANTA BARBARA, California
Peter White Madlem
SANTA BARBARA, California
Richard Allen Schuette
SANTA BARBARA, California
05

Office Locations

SANTA BARBARA, California
3 advisors

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Data sourced from SEC Form ADV filings. AVALAN, LLC (CRD# 156109) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.