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Avalon Capital Management Logo
Avalon Capital Management CB Rank
308058
Heat Score
76
Avalon Capital Management is a financial advisory firm that specializes in asset protection, investment, and wealth management services.
Founded
obfuscation
Private Redwood City, California, United States1-10 avaloncapital.com/
Advice
Financial Services
Wealth Management
Overview

Avalon Capital Management
Heat Score
76

Growth Score
pts
in past quarter
Heat Score 76
7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Avalon Capital Management

CB Rank
308058
Avalon Capital Management is a financial advisory firm that specializes in asset protection, investment, and wealth management services.
Founded
obfuscation
Private Redwood City, California, United States1-10 avaloncapital.com/
Advice
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Bill Oberman, Clara Basile, David Rahn
Phone Number +1-650-306-1500
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Strategies
Customized investment approaches designed to manage risk and pursue consistent returns aligned with clients' financial goals.
Wealth Management Planning
Comprehensive financial planning services aimed at managing and preserving clients' wealth and legacy.

Unlock More with Crunchbase Pro
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 3 Contacts 6

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

313
663.41%
 in past month

IT Spend

$155.6KThis year, Avalon Capital Management is projected to spend $155.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Gift with Purchase (GwP) Logo
Gift with Purchase (GwP)
69

Active Website Tech Count

6Avalon Capital Management is actively using 6 technologies for its website, according to BuiltWith. These include U.S. Server Location, Cloudflare, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is Avalon Capital Management's headquarters? Avalon Capital Management is located in Redwood City, California, United States.Who are Avalon Capital Management's competitors? Alternatives and possible competitors to Avalon Capital Management may include JP Morgan, Charles Schwab, and  Wealth Enhancement Group.
Who We Are
What We Do
Helpful Links
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