# AVALON FINANCIAL ADVISORS

AVALON FINANCIAL ADVISORS is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://avalonfinancial.com

## Regulatory record

- **CRD number:** 147097
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147097

## About

Avalon Financial provides bookkeeping, accounting and advisory services. They help business owners step out of financial overwhelm and into peace of mind, knowing their finances are organized, monitored, and cared for. Their mission is to make clients' financial lives easier and their businesses stronger by translating numbers, cleaning up chaos, and building a financial foundation.

## People

- Melissa — founder of Avalon Financial

## Questions

### Who runs investment decisions at AVALON FINANCIAL ADVISORS?

No named principals or investment decision-makers have been publicly identified. Public records and typical sourcing channels yield no named operators.

### How does AVALON FINANCIAL ADVISORS source proprietary deal flow?

No information about deal sourcing has been publicly disclosed. The firm lacks a known online presence or participation in industry events.

### What investment stages does AVALON FINANCIAL ADVISORS typically target?

No investment stages, from venture to buyout, have been publicly associated with the firm.

### Which sectors does AVALON FINANCIAL ADVISORS explicitly avoid?

No sector preferences or exclusions have been disclosed in public sources.

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Last updated: 2026-08-11T15:06:13.093Z

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