AVALON

AVALON of BOCA RATON, FL is an SEC-registered investment adviser (CRD 168033). Regulatory assets under management: $31.4M.

Registration

• CRD: 168033
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168033 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search