Avalon Advisory is an investment advisor in Wexford with $232.77 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
825370049
SEC advisor number
801-113420
FINRA CRD number
297090
AUM ?
$232.77 mm
(as of 5 Oct 22)
Accounts
440
(as of 5 Oct 22)
Employees
5
(4 investment advisory or research)
Address
Avalon Advisory
4500 BROOKTREE DRIVE
SUITE 102
WEXFORD
PA 15090
4500 BROOKTREE DRIVE
SUITE 102
WEXFORD
PA 15090
Office hours
Monday - Friday, 9:00 - 5:00
Phone
4124191990
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cully, Caitlin, NMN | Principal, CCO | 05/2018 | 25-50% |
Cully, Ian, NMN | Principal | 05/2018 | 25-50% |
Cully, John, Joseph | Principal | 05/2018 | 10-25% |
Laub, Walter, Andrew | Partner / Director of Financial Planning | 08/2021 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22