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Avalon Capital Management

EST. AUM
$582,198,850

CONTACTS
1

CLIENT ACCOUNTS
508

Firm Details

Metro area San Francisco
CRD Number 107501
Website avaloncapital.com
Client types

Overview

Avalon Capital Management is a registered investment adviser, in operation since 1992, providing discretionary and non-discretionary investment management services. The firm offers active portfolio management across equities, fixed income, cash equivalents, mutual funds, exchange-traded products, real estate (primarily REITs), commodities, and precious metals. Its global asset allocation strategies are dynamically adjusted based on internal and external research to identify the best opportunities and manage risk. Avalon also provides cash management and fixed income management services, and works with clients to tailor investment approaches based on individual objectives and restrictions.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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