INVESTMENT DIVISION, AVALON TRUST COMPANY
CRD #114130 SEC #801-60443 SANTA FE, NM 505-983-1111
SEC Registered
Total AUM
$157M
Discretionary
$15M
Employees
5
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2004 | $172.7M | $163M | $9.8M | 5 | -- |
| May 2002 | $157M | $15M | $142M | 5 | -- |
| Jul 2001 | $12M | $12M | $0 | 5 | -- |
DateMar 2004
Total AUM$172.7M
Discretionary$163M
Non-Disc.$9.8M
Employees5
Clients--
DateMay 2002
Total AUM$157M
Discretionary$15M
Non-Disc.$142M
Employees5
Clients--
DateJul 2001
Total AUM$12M
Discretionary$12M
Non-Disc.$0
Employees5
Clients--