What's new? Log in Free sign up

David R. Rahn & Associates

Company Profile

Company profile

Website

www.avaloncapital.com

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

943158692

SEC advisor number

801-41657

FINRA CRD number

107501

AUM ?

$339.19 mm (as of 18 Mar 22)

Accounts

320 (as of 18 Mar 22)

Employees

3 (2 investment advisory or research)

Address

David R. Rahn & Associates
495 SEAPORT COURT
SUITE 106
PORT OF REDWOOD CITY
CA 94063-2785

Office hours

Monday - Friday, 8:30 A.M. - 5:30 P.M.

Phone

650-306-1500

Brochures

Revised Avalon Brochure 3-31-2021 (21 Feb 23)

Ownership

Owner	Title	From	%Ownership
Basile, Clara	Chief Executive Officer/chief Financial Officer	03/2016	50-75%
Revenaugh, Ross, Norman	Partner/chief Compliance Officer	08/2021	10-25%
Nightingale, Steven, Roy	Shareholder	08/2021	5-10%
Rahn, David, Richard	President/secretary	03/2016	< 5%

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

We use cookies on this site to provide a more responsive and personalized service. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. See our Cookie Policy for more information.