Avalon Trust
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- Avalon Trust was formed in 1998 for a select group of individuals and families who wouldnt settle for off-the-shelf financial products offered by large institutions. Instead, they sought a trusted partner who would deliver tailored solutions that maximized returns and clarified all aspects of their personal wealth. They wanted new ideas backed by diligent research. Someone who would ask the right questions and then really listen to their answers. A familiar voice answering the phone when they called. They found that partner in Avalon. Our holistic approach and smart strategies, coupled with a can do attitude, have helped cultivate long-term relationships with client after client. Were proud that our clients have rewarded us with the truest forms of appreciation: loyalty and recommendation. Today we manage several hundred million dollars in assets for clients around the world from our offices in Santa Fe, New Mexico.
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Headquarters: , , New Mexico, United States
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Phone Number:
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Website: https://www.avalontrust.com
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Employees:12
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Revenue:$10 - 50M
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Legal Name:Avalon Trust
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Avalon Trust's Social Media
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Avalon Trust
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What is Avalon Trust's official website?
Avalon Trust's official website is https://www.avalontrust.com
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What is Avalon Trust's Revenue?
Avalon Trust's revenue is $10 - 50M
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What is Avalon Trust's NAICS code?
Avalon Trust's NAICS code is 523110
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How many employees are working in Avalon Trust
Avalon Trust has 12 employees
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What is Avalon Trust's Industry?
Avalon Trust is in the industry of Investment Management
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Who is Avalon Trust's Vice President, Senior Trust Officer?
Avalon Trust's Vice President, Senior Trust Officer is Nora Miller
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Who is Avalon Trust's Portfolio Manager And Investment Analyst?
Avalon Trust's Portfolio Manager And Investment Analyst is Christian Trout
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Who is Avalon Trust's Operations Manager?
Avalon Trust's Operations Manager is Cody Cravens