AVALON FINANCIAL ADVISORS

AVALON FINANCIAL ADVISORS of LAGUNA HILLS, CA is an SEC-registered investment adviser (CRD 147097). Regulatory assets under management: $4.1M.

Registration

• CRD: 147097
• Type: Registered investment adviser
• Location: 23272 MILL CREEK DR, LAGUNA HILLS, CA, 92653
• Phone: 949.305.5565
• Latest filing: 2026-03-07
• Regulatory AUM: $4.1M
• Non-discretionary AUM: $4.1M
• Clients: 1
• Accounts: 3

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147097 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search