AVALON WEALTH MANAGEMENT LLC X-17A-5 (2016-02-29) — Broker-dealer annual report

Full text of AVALON WEALTH MANAGEMENT LLC's X-17A-5 filed 2016-02-29 (period 2015-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

Document text (excerpt)

X-17A-5 0001544541 XXXXXXXX LIVE true false false 01-01-2015 12-31-2015 Broker-dealer N AVALON WEALTH MANAGEMENT LLC 2929 ALLEN PKWY STE 3000 HOUSTON TX 77019-7124 Peggy E. Lebert 713-238-2058 Melton & Melton, L.L.P. 6002 Rogerdale, Suite 200 Houston TX 77072-1660 Certified Public Accountant Chase Robison AVALON WEALTH MANAGEMENT LLC 12-31-2015 N/A /s/ Chase Robison Chief Financial Officer, FINOP Y

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