Avalan is a comprehensive wealth management firm that works closely with clients and utilizes a consultative approach to financial, business, investment and personal planning needs. Through our defined wealth management process, we provide counseling for a limited number of high-net-worth individuals, closely held corporations, trusts and pensions. Our goal is to enter into long-term, mutually-beneficial relationships, which we develop to not only be lifelong, but multigenerational as well. Therefore, we engage in new relationships only after we determine that our services add substantial value in assisting our clients achieve their goals and all that is important to them. In every aspect of our work we provide an uncompromising commitment to administer world-class client service while striving to accomplish each of our clients’ highly individualized wealth management needs.
View Top Employees from Avalan WealthWebsite | http://www.avalanwealth.com |
Revenue | $1 million |
Employees | 14 (12 on RocketReach) |
Founded | 2011 |
Address | 233 E. Carrillo St. Suite B, Santa Barbara, California 93101, US |
Phone | (805) 962-7725 |
Fax | (805) 456-3125 |
Industry | Financial Services, Finance General, Finance |
Web Rank | 25 Million |
Keywords | Avalan Financial Services Santa Barbara |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Avalan Wealth employee's phone or email?
The Avalan Wealth annual revenue was $1 million in 2024.
Jeff Jagard is the Managing Director of Avalan Wealth.
12 people are employed at Avalan Wealth.
Avalan Wealth is based in Santa Barbara, California.
The NAICS codes for Avalan Wealth are [523, 5239, 52393, 52].
The SIC codes for Avalan Wealth are [62, 628].