A complete list of active advisors currently associated with Avalan, LLC

Warmer can help you find a great advisor at Avalan, LLC or one who fits your needs even better.

Avalan, LLC provides asset management, financial planning and consulting, and referrals to independent money managers for individuals, trusts, pension and profit‑sharing plans and corporate clients; the firm also counts a private fund organized as a client. Services described in the Brochure include tailored portfolio management (discretionary and non‑discretionary), written financial plans or consultations, and insurance analysis as part of broader planning work. Portfolios are constructed from individual stocks and bonds, ETFs, mutual funds, options and private securities and are reviewed at least quarterly with rebalancing as needed; the firm notes use of fundamental, technical and cyclical analysis and employs strategies from long‑term buy‑and‑hold to trading, short sales, margin and option writing. Avalan frequently uses independent sub‑advisors or third‑party money managers and discloses that both Avalan and any sub‑advisor may bill management fees separately. Noteworthy items in the Brochure that distinguish Avalan from many peers are its role as manager to a private fund (Avalan Opportunity Fund I, LLC) that acquired a minority interest in a general insurance agency and the firm’s disclosure that executives hold Fund equity and that the Fund has specified management fees and distribution waterfalls. The Brochure also discloses that advisers may be licensed insurance agents and could earn commissions on insurance products, and that the firm’s private‑fund and insurance‑sector arrangements create conflicts of interest the firm describes and addresses.

To learn more about the advisors currently working at Avalan, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.