Investment Division, Avalon Trust Company is a large advisory firm based in Santa Fe. It manages $172.74 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts, New Mexico, Texas, and Virginia.
Investment Division, Avalon Trust Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investment Division, Avalon Trust Company is $172.74 million. The firm's AUM has grown by 1339% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Investment Division, Avalon Trust Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Andrea Bruce Currier has been acting as President since 1 Dec 1997. Robert Allen Willis joined the executive team most recently as the Director, Evp & Cio.
The principal office where Investment Division, Avalon Trust Company performs its advisory services is located at 125 Lincoln Avenue, Suite 100, Santa Fe, NM 87501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 505-983-1111 or by fax 505-983-1113. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.avalontrust.com.