Investment adviser · CRD 106582

AVALON FINANCIAL MANAGEMENT

Investment adviser filing (IA)

SCHIEL ARTHUR L

RADNOR, PA, United States · Form ADV filed Apr 9, 2012

Regulatory AUM
$51.1M
Form ADV · Item 5.F
Client accounts
32
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 9, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

290 KING OF PRUSSIA ROAD, BUILDING #1, STE 304
RADNOR, PA, 19087, United States

CRD 106582

Filing source

Form ADV 637627 · Apr 9, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.