AVALON CAPITAL MANAGEMENT

PORT OF REDWOOD CITY, California·3 registered advisors·CRD# 107501
SEC# 801-416570650-306-1500
01

Firm Overview

AUM
$400M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AVALON CAPITAL MANAGEMENT

3 registered advisors
Clara Basile
PORT OF REDWOOD CITY, California
Ross Norman Revenaugh
PORT OF REDWOOD CITY, California
William Daniel Oberman
PORT OF REDWOOD CITY, California
05

Office Locations

PORT OF REDWOOD CITY, California
3 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.