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AVALON CAPITAL MANAGEMENT
AVALON CAPITAL MANAGEMENT
PORT OF REDWOOD CITY, California
·
8 registered advisors
·
CRD# 107501
SEC# 801-41657
0
650-306-1500
01
Firm Overview
AUM
$400M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at AVALON CAPITAL MANAGEMENT
8 registered advisors
Carol Lynn Harris Erario
PORT OF REDWOOD CITY, California
CRD# 4362822
Clara Basile
PORT OF REDWOOD CITY, California
CRD# 1939862
David Richard Rahn
PORT OF REDWOOD CITY, California
CRD# 1760728
Maie Kaarsoo Herrick
PORT OF REDWOOD CITY, California
CRD# 4362265
Ross Norman Revenaugh
PORT OF REDWOOD CITY, California
CRD# 4265794
Steven Roy Nightingale
PORT OF REDWOOD CITY, California
CRD# 7450275
Tracy G Herrick
PORT OF REDWOOD CITY, California
CRD# 1520095
William Daniel Oberman
PORT OF REDWOOD CITY, California
CRD# 2411446
05
Office Locations
PORT OF REDWOOD CITY, California
8 advisors
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Data sourced from SEC Form ADV filings. AVALON CAPITAL MANAGEMENT (CRD# 107501) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.