AVALON ADVISORY GROUP LLC

AVALON ADVISORY GROUP LLC of WEXFORD, PA is an SEC-registered investment adviser (CRD 297090). Regulatory assets under management: $290.3M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (9)

NameRoleLocation
Caitlin Nmn CullyPRINCIPAL; PRINCIPAL, CCO
Ian CullyMEMBER; PRINCIPAL, CCOWexford, PA
John Joseph CullyPRINCIPAL
Walter Andrew LaubPARTNER / DIRECTOR OF FINANCIAL PLANNING; PRINCIPAL / DIRECTOR OF FINANCIAL PLANNING
CULLY CAITLINPRINCIPAL, CCO
Cully IanPRINCIPAL; PRINCIPAL, CCO
CULLY JOHN JOSEPHPRINCIPAL
CULLY IAN NMNPRINCIPAL; PRINCIPAL, CCO
LAUB WALTER ANDREWPARTNER / DIRECTOR OF FINANCIAL PLANNING

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