Investment Division, Avalon Trust Company (Santa Fe)

Name: Investment Division, Avalon Trust Company
Address: 125 Lincoln Avenue, Suite 100, Santa Fe, NM, 87501
Telephone: 505-983-1111

Investment Division, Avalon Trust Company is a large advisory firm based in Santa Fe. It manages $172.74 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts, New Mexico, Texas, and Virginia.

Investment Division, Avalon Trust Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Division, Avalon Trust Company: assets under management

The assets under management (AUM) of Investment Division, Avalon Trust Company is $172.74 million. The firm's AUM has grown by 1339% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $162.96 million in discretionary accounts and $9.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $815.04 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Division, Avalon Trust Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investment Division, Avalon Trust Company

Andrea Bruce Currier has been acting as President since 1 Dec 1997. Robert Allen Willis joined the executive team most recently as the Director, Evp & Cio.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrea Bruce Currier	Chairman	1 Dec 1997	75% - 100%	4432388
Roger Decort	Chief executive officer and president	1 Dec 1997	Other	733679
Katherine W Oakley	Director, svp & cto	1 Jan 1998	Other	4533063
Owen Quattlebaum	Director	1 Aug 1998	Other	1639128
C Richard Anderson	Vp & cfo	1 Jan 2002	Other	4533066
Robert Allen Willis	Director, evp & cio	1 Mar 2003	Other	1193436
Robert Allen Willis	Director, evp & cio	1 Aug 2003	Other	1193436

Based in Santa Fe

The principal office where Investment Division, Avalon Trust Company performs its advisory services is located at 125 Lincoln Avenue, Suite 100, Santa Fe, NM 87501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-983-1111 or by fax 505-983-1113. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.avalontrust.com.