RIA Intel›Advisers›New Mexico›INVESTMENT DIVISION, AVALON TRUST COMPANY

INVESTMENT DIVISION, AVALON TRUST COMPANY

Advisory

Y·SANTA FE, NM

Data as of Mar 30, 2004 · Source: SEC Form ADV

Total AUM

$173M

1-Year AUM Growth

+15.2%

3-Year CAGR

+0.7%

Employees

0

Assets Under Management

Total AUM$173M

Discretionary AUM$163M

Non-Discretionary AUM$10M

Discretionary %94.3%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingJul 24, 2001

Latest FilingMar 30, 2004

🔒 Full AUM trend chart and 4 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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Get the full picture on INVESTMENT DIVISION, AVALON TRUST COMPANY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.