Avalon Trust

Finance · New Mexico, United States · 11-50 Employees

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Overview

Headquarters

125 Lincoln Ave Ste 301, Santa Fe, New M...

Phone Number

(505) 983-1111

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Avalon Trust

Avalon Trust is a financial services company that provides trust and estate planning solutions. They cater to clients seeking professional management of their assets and estate affairs. With multiple locations across the United States, including Santa Fe, New York, and Portland, they aim to offer personalized services to meet diverse client needs. Their focus is on delivering reliable and comprehensive trust services to individuals and families.Explore more
Avalon Trust's Social MediaPopular SearchesAvalon TrustAvalon Trust CoAvalontrustThe Avalon Trust Company IncAvalon Az LLCSIC Code 62,628NAICS Code 52,523Show more

Avalon Trust Org Chart

AW
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Chief Executive Officer & Partner

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EV
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Assistant Vice President & Trust Officer

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CT
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Director, Equity Research

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DG
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Director, Investment

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avalon Trust

<$5M
11-50
Private
-
1998
$6.9M
11-50
Private
<$5M
2011
Randal Golden, Co-Founder & Chief Financial Officer at Vivaldi Capital Management
Randal GoldenCo-Founder & Chief Financial Officer
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
1985
PH
Paul HortonPresident & Managing Director
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Avalon Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Avalon Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Avalon Trust.

Avalon Trust Tech Stack

A closer look at the technologies used by Avalon Trust

Avalon Trust News & Media

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Frequently Asked Questions Regarding Avalon Trust

What is Avalon Trust's official website?
Avalon Trust's official website is www.avalontrust.com
What is Avalon Trust's Revenue?
Avalon Trust's revenue is <$5 Million
What is Avalon Trust's SIC code?
Avalon Trust's SIC: 62,628
What is Avalon Trust's NAICS code?
Avalon Trust's NAICS: 52,523
How many employees does Avalon Trust have?
Avalon Trust has 11-50 employees
What industry does Avalon Trust belong to?
Avalon Trust is in the industry of: Finance, Securities Trading
What is Avalon Trust competition?
Avalon Trust top competitors include: CoastEdge Partners, Greenwood Capital Associates, Taplin, Canida & Habacht,, Pillar Wealth Management
What technology does Avalon Trust use?
Some of the popular technologies that Avalon Trust uses are: Sentry, AppRiver, Microsoft 365, F5 BIG-IP Platform
How do I contact Avalon Trust?
Avalon Trust contact info: Phone number: (505) 983-1111 Website: www.avalontrust.com
What does Avalon Trust do?

Avalon Trust is a financial services company that provides trust and estate planning solutions. They cater to clients seeking professional management of their assets and estate affairs. With multiple locations across the United States, including Santa Fe, New York, and Portland, they aim to offer personalized services to meet diverse client needs.... Their focus is on delivering reliable and comprehensive trust services to individuals and families.Read More

What are Avalon Trust social media links?
Avalon Trust Linkedin page
Is Avalon Trust a public company?
Avalon Trust is private company therefore does not currently have an official ticker symbol
See more information about Avalon Trust

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