Full text of AVALON WEALTH MANAGEMENT LLC's X-17A-5 filed 2018-01-09 (period 2014-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
X-17A-5 0001544541 XXXXXXXX LIVE true false false 01-01-2014 12-31-2014 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 Rd Ste 200 Houston TX 77072-1660 Certified Public Accountant Chase Robison AVALON WEALTH MANAGEMENT LLC 12-31-2014 N/A /s/ Chase Robison Chief Financial Officer, FINOP Y
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