AVL ADVISORY SERVICES, LLC
Legal name: AVL/WEALTHCARE, LLC
CRD #116519 SEC #801-63224 GULFPORT, MS 228-863-0437
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $122.1M | $122.1M | $0 | 4 | 0 |
| Mar 2021 | $111.4M | $111.4M | $0 | 4 | 0 |
| Jun 2020 | $121.3M | $121.3M | $0 | 4 | 0 |
| Apr 2020 | $121.3M | $121.3M | $0 | 4 | 0 |
| Mar 2020 | $121.3M | $121.3M | $0 | 4 | 0 |
| Mar 2019 | $119.1M | $119.1M | $0 | 3 | 0 |
| Jan 2019 | $130.9M | $130.9M | $0 | 4 | 0 |
| Mar 2018 | $130.9M | $130.9M | $0 | 4 | 0 |
| Mar 2017 | $123.4M | $123.4M | $0 | 4 | 100 |
| Feb 2016 | $111.2M | $111.2M | $0 | 4 | 100 |
| Jul 2015 | $110.5M | $110.5M | $0 | 3 | 100 |
| Mar 2015 | $110.5M | $110.5M | $0 | 3 | 100 |
| Mar 2015 | $108.7M | $108.7M | $0 | 3 | 100 |
| Dec 2014 | $104.3M | $104.3M | $0 | 4 | 100 |
| Mar 2014 | $104.3M | $104.3M | $0 | 4 | 100 |
| Mar 2013 | $92.5M | $92.5M | $0 | 6 | 200 |
| Mar 2012 | $92M | $92M | $0 | 6 | 26 |
| Jul 2011 | $84.7M | $83.6M | $1.1M | 10 | -- |
| May 2011 | $84.7M | $83.6M | $1.1M | 10 | -- |
| Mar 2011 | $84.7M | $83.6M | $1.1M | 10 | -- |
| Feb 2010 | $84.6M | $83.7M | $994.2K | 10 | -- |
| Mar 2008 | $97.9M | $96.9M | $976.4K | 10 | -- |
| Mar 2007 | $86.8M | $86.8M | $0 | 5 | -- |
| Mar 2006 | $65.6M | $65.6M | $0 | 5 | -- |
| Jun 2004 | $38.4M | $38.4M | $0 | 5 | -- |
DateMar 2022
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees4
Clients100
DateFeb 2016
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees4
Clients100
DateJul 2015
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees3
Clients100
DateMar 2015
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees3
Clients100
DateMar 2015
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees3
Clients100
DateDec 2014
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees4
Clients100
DateMar 2013
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees6
Clients26
DateJul 2011
Total AUM$84.7M
Discretionary$83.6M
Non-Disc.$1.1M
Employees10
Clients--
DateMay 2011
Total AUM$84.7M
Discretionary$83.6M
Non-Disc.$1.1M
Employees10
Clients--
DateMar 2011
Total AUM$84.7M
Discretionary$83.6M
Non-Disc.$1.1M
Employees10
Clients--
DateFeb 2010
Total AUM$84.6M
Discretionary$83.7M
Non-Disc.$994.2K
Employees10
Clients--
DateMar 2008
Total AUM$97.9M
Discretionary$96.9M
Non-Disc.$976.4K
Employees10
Clients--
DateMar 2007
Total AUM$86.8M
Discretionary$86.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees5
Clients--