AVALON ADVISORS LLC

AVALON INVESTMENT & ADVISORY
HOUSTON, Texas·11 registered advisors·CRD# 112556
SEC# 801-602441713-238-2050
01

Firm Overview

AUM
$7.3B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: SOLICITATION & CLIENT SERVICING AGMT W OTHER ADV'R; MODEL PORT.
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at AVALON ADVISORS LLC

11 registered advisors
Brett Alan Williams
HOUSTON, Texas
Christopher M Halaska
HOUSTON, Texas
Christopher Vincent Dodds
HOUSTON, Texas
David John Jesulaitis
HOUSTON, Texas
Eugene William Stone
HOUSTON, Texas
Henry James Lartigue
HOUSTON, Texas
Jeffrey Phelps
HOUSTON, Texas
Kevin John Lilly
HOUSTON, Texas
Thomas Allen Roupe
HOUSTON, Texas
Willie Thurman Langston
HOUSTON, Texas
Wyatt Leclercq Hogan
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
11 advisors

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Data sourced from SEC Form ADV filings. AVALON ADVISORS LLC (CRD# 112556) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.