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Avalon Advisory Group LLC

● SEC registered since 2018CRD 297090SEC# 801-113420Wexford, PA
Export (members)
Reg. AUM
$256.7M
Employees
5
Accounts
530
Location
Wexford, PA

Avalon Advisory Group LLC assets under management

Avalon Advisory Group LLC operates as an SEC-registered investment adviser based in Wexford, PA. The firm has been registered since 2018. It reports $256.7 million in regulatory assets under management and employs 5 people.
www.aspirewealtharchitects.comView on SEC.gov ↗

Avalon Advisory Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Caitlin Nmn Cully ControlPrincipal25-50%2018
Ian Cully ControlPrincipal, Cco25-50%2018
John Joseph Cully ControlPrincipal10-25%2018
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Frequently asked questions

How much does Avalon Advisory Group LLC manage?

Avalon Advisory Group LLC reports $256.7 million in regulatory assets under management on its Form ADV.

How many employees does Avalon Advisory Group LLC have?

Avalon Advisory Group LLC reports 5 employees.

Where is Avalon Advisory Group LLC located?

Avalon Advisory Group LLC is based in Wexford, PA and has been SEC-registered since 2018.

Does Avalon Advisory Group LLC disclose fund performance?

Avalon Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 N Meadows Drive, Suite 220, Wexford, PA 15090
Phone(412) 879-0584
Office hours9:00 - 5:00
SEC regionPhiladelphia Regional Office (PLRO)
CIK1802119
Discloses disciplinary historyNo

Assets under management

Discretionary$247.9M
Non-discretionary$8.8M
Total (RAUM)$256.7M