# AVALON

AVALON of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 168033
- Type: SEC-registered investment adviser
- Location: 980 NORTH FEDERAL HIGHWAY #110, BOCA RATON, FL, 33432
- Phone: (866) 711-2836
- Latest filing: 2026-04-27
- Regulatory AUM: $31.4M
- Discretionary AUM: $31.4M
- Clients: 3
- Accounts: 106

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Corporations, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168033/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168033/similar
- Related entities: https://search.stillhousedata.com/firm/168033/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168033

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.