Company Overview
- Headquarters
- New Mexico NM
- Website
- avalontrust.com
- Phone
- (505) 983-1111
- Employees
- 15
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$10B
Who is Avalon Trust
Avalon Trust is an investment management firm based in Santa Fe, New Mexico. Founded in 1998, the company employs 15 people and boasts over $1 billion in assets under management. Avalon Trust serves individuals and families seeking personalized wealth management solutions. The company specializes in providing socially and environmentally responsible investment strategies. Clients benefit from Avalon's diligent research and a dedicated team of advisors who prioritize understanding their individual needs and goals. Avalon Trust distinguishes itself from larger institutions by remaining independent. This allows them to maintain ownership over their investment philosophy and practice, ensuring personalized service and tailored solutions for each client. For more information about Avalon Trust and their investment services, please visit their website at avalontrust.com.
Avalon Trust Industry Tags
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