AVALON FINANCIAL LLC

AVALON FINANCIAL LLC is an SEC-registered investment adviser (CRD 305798). Regulatory assets under management: $4.3M.

Registration

• CRD: 305798
• Type: Registered investment adviser
• Phone: 320-433-3255
• Latest filing: 2026-03-04
• Regulatory AUM: $4.3M
• Discretionary AUM: $4.3M
• Clients: 1
• Accounts: 96

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305798 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search