Avalon Advisors

    OverviewSuggest Edit

    Avalon Advisors is an independent registered investment adviser offering proprietary investment management and financial advice for individuals, families and institutions. The Firm offers a suite of internally managed strategies, including domestic and international equities and fixed income, as well as access to select alternative strategies including hedge funds and private equity. It invests in the public equity and fixed income markets. The Firm typically invests in stocks of large cap companies.

    TypePrivate
    Founded2001
    HQHouston, US
    Websiteavalonadvisors.com

    Locations

    Avalon Advisors is headquartered in
    Houston, United States

    Location Map

    Latest Updates

    Employees (est.) (Jan 2020)61(-3%)
    Job Openings1

    Key People/Management at Avalon Advisors

    Chase Robison

    Chase Robison

    President, CEO
    Willie Langston

    Willie Langston

    Managing Partner, Chairman
    Gary Bonner

    Gary Bonner

    COO, Partner
    Wyatt Hogan

    Wyatt Hogan

    General Counsel, Managing Director
    Peggy Lebert

    Peggy Lebert

    Chief Compliance Officer, Managing Director
    Henry Lartigue

    Henry Lartigue

    Chief Investment Officer
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    Avalon Advisors Office Locations

    Avalon Advisors has offices in Houston and San Antonio
    Houston, US (HQ)
    American General Center, 2929 Allen Pkwy #3000
    San Antonio, US
    755 E Mulberry Ave #105
    Show all (2)

    Avalon Advisors Financials and Metrics

    Summary Metrics

    Founding Date

    2001

    Avalon Advisors investors

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    Avalon Advisors Online and Social Media Presence

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    Avalon Advisors Frequently Asked Questions

    • When was Avalon Advisors founded?

      Avalon Advisors was founded in 2001.

    • Who are Avalon Advisors key executives?

      Avalon Advisors's key executives are Chase Robison, Willie Langston and Gary Bonner.

    • How many employees does Avalon Advisors have?

      Avalon Advisors has 61 employees.

    • Who are Avalon Advisors competitors?

      Competitors of Avalon Advisors include Rothschild & Co, trueEX and Havsfrun Investment.

    • Where is Avalon Advisors headquarters?

      Avalon Advisors headquarters is located at American General Center, 2929 Allen Pkwy #3000, Houston.

    • Where are Avalon Advisors offices?

      Avalon Advisors has offices in Houston and San Antonio.

    • How many offices does Avalon Advisors have?

      Avalon Advisors has 2 offices.