# Avalon

Avalon is a Bank / Wealth / Trust based in Boca Raton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** avaloninvest.com
- **LinkedIn:** https://www.linkedin.com/company/avalon

## Regulatory record

- **CRD number:** 168033
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168033

## About

Avalon was established in 2013 as a US-based wealth manager and registered investment advisor. It provides investment advisory services, including portfolio management and investment management. Avalon advises individuals, corporations, and institutions. Services include financial management and estate planning. No additional operational details or named principals are publicly disclosed.

## Questions

### What services does Avalon provide?

Avalon provides investment advisory services, portfolio management, and estate planning to individuals, corporations, and institutions.

### When was Avalon founded?

Avalon was established in 2013.

### Where is Avalon based?

Avalon is based in Boca Raton, United States.

## Related profiles

- [Avalok Capital](https://altss.com/profile/avalok-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/avalon

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