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AVALON ADVISORY GROUP LLC
AVALON ADVISORY GROUP LLC
ASPIRE WEALTH ARCHITECTS
WEXFORD, Pennsylvania
·
4 registered advisors
·
CRD# 297090
SEC# 801-113420
0
(412) 879-0584
01
Firm Overview
AUM
$227M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at AVALON ADVISORY GROUP LLC
4 registered advisors
Caitlin Nmn Cully
WEXFORD, Pennsylvania
CRD# 5203006
Ian Cully
WEXFORD, Pennsylvania
CRD# 6752923
John Joseph Cully
WEXFORD, Pennsylvania
CRD# 862124
Walter Andrew Laub
WEXFORD, Pennsylvania
CRD# 5833527
05
Office Locations
WEXFORD, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. AVALON ADVISORY GROUP LLC (CRD# 297090) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.