A
$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2020
- Office Locations
- 1
Office Locations
-- Slayton MN
About Avalon Financial LLC
Avalon Financial LLC is a Slayton-based RIA. The firm has been operating for 6 years. Managing $4.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$153.6K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Wave Capital crest
Investment Themes
Ridge frontier Optima
Investment Vehicles
Oak legacy
Services
Vector Beacon oak
Owner & Executives
C
Chad Daniel Conway
Owner, Senior Project Manager
- CRD
- #6917553
- Ownership
- 75% or more
(300) 433-4610
pathway.foundation@capitalcapital.com
in linkedin.com/in/catalyst-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,300,000
Equity - Exchange:
77.7% Cash:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,000,063,867 | 77.7% |
| Cash | $1,148,023,478 | 22.3% |
| Total | $5,148,087,345 | 100.0% |