Avalon Trust

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Avalon Trust — overview

Assets Under Management

Type

Wealth Manager

Location

Santa Fe, NM, US

Alternative Asset Classes

PEVCREINFHFPDNR

About

Avalon Trust is a US-based wealth manager. The firm provided investment advisory services to individuals and families. On March 2023, Avalon Trust was acquired by Clearstead Advisors.

Avalon Trust - known decision makers (7)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Executive Officer, PartnerSanta Fe, USPEREINFHFPDNR
Investment Analyst, Portfolio ManagerSanta Fe, USPEREINFHFPDNR
Operations ManagerSanta Fe, USPEREINFHFPDNR
Partner & Chief Investment OfficerSanta Fe, USPEREINFHFPDNR
Portfolio Manager & Investment AnalystSanta Fe, USPEREINFHFPDNR

Showing 5 of 7 known decision makers Avalon Trust

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