Avalan LLC
Legal Name: AVALAN, LLC
Full Contact Details
Avalan LLC
233 E CARILLO, SUITE B, SANTA BARBARA, CA
805-962-7725
Other Info
AVALAN, LLC is a California-based Limited Liability Company with three employees - all of whom are in advisory roles. However, the exact number of clients the firm serves is unknown. Their SEC status was last reported as "Approved" and the registration date noted as March 16th, 2016.
Avalan Wealth Services - Avalan Wealth Management
Log In Our Philosophy Our Philosophy Virtual Family Office Holistic Attention Entrepreneurs Investments Legacy Wealth Philanthropy Trusted Resource Strategic Relationships Biographies Avalan Ambassadors Rich Schuette, CFP® Kathryn Courain, CFP® Peter Madlem CFA®, CIO Jeff Jagard, Managing Directo…
Direct Owners
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KATHRYN E COURAIN
SHAREHOLDER owns more than 10% but less than 25%
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RICHARD ALLEN SCHUETTE
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns 75% or more