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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 2, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, C, RICHARD | I | VP & CFO | NA | Control |
| DECORT, ROGER | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | NA | Control |
| DECORT, ROGER | I | CHAIRMAN,CEO & PRES., DIRECTOR | NA | Control |
| DECORT, ROGER | I | CHAIRMAN,CEO & PRESIDENT | NA | Control |
| OAKLEY, KATHERINE, W | I | DIRECTOR, SVP & CTO | NA | Control |
| OAKLEY, KATHERINE, W | I | DIRECTOR, SVP & CTO | NA | Control |
| QUATTLEBAUM, OWEN | I | DIRECTOR | NA | Control |
| QUATTLEBAUM, OWEN | I | DIRECTOR, SVP & CIO | NA | Control |
| WILLIS, ROBERT, ALLEN | I | DIRECTOR, EVP & CIO | NA | Control |
| CURRIER, ANDREA, BRUCE | I | CHAIRMAN | E | Control |
| CURRIER, ANDREA, BRUCE | I | DIRECTOR | E | Control |
| CURRIER, ANDREA, BRUCE | I | DIRECTOR | E | Control |
Registrations
Federal
IA
May 2, 2002 REGISTERED
Notice Filings (4)
MA NM TX VA
Address
125 LINCOLN AVENUE, SUITE 100SANTA FE, NM 87501
USA
Phone: 505-983-1111