Avalon Trust

Avalon Trust

Investment Management, 125 Lincoln Ave, Santa Fe, New Mexico, 87501, United States, 11-50 Employees

avalontrust.com

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Who is AVALON TRUST

Avalon was formed in 1998 to serve individuals and families seeking a trusted partner who would clarify all aspects of their personal wealth. They wanted pioneering socially and environme...

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  • 125 Lincoln Ave, Santa Fe, New Mexico, 87501, United States Headquarters: 125 Lincoln Ave, Santa Fe, New Mexico, 87501, United States
  • 1998 Date Founded: 1998
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from AVALON TRUST

Avalon Trust Org Chart and Mapping

Employees

Barbara Arnal

Investment Administrator

Dan Burns

Portfolio Manager & Investment Analyst

Julia Peters

Chief Counsel & Partner

Nora Miller

Vice President, Senior Trust Officer

Ariel Brunn

Portfolio Manager / Investment Analyst

Jake Matthews

Sustainability Analyst

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Frequently Asked Questions Regarding Avalon Trust

Answer: Avalon Trust's headquarters are located at 125 Lincoln Ave, Santa Fe, New Mexico, 87501, United States

Answer: Avalon Trust's phone number is +15*********

Answer: Avalon Trust's official website is https://avalontrust.com

Answer: Avalon Trust's revenue is $5 Million to $10 Million

Answer: Avalon Trust's SIC: 6282

Answer: Avalon Trust's NAICS: 523940

Answer: Avalon Trust has 11-50 employees

Answer: Avalon Trust is in Investment Management

Answer: Avalon Trust contact info: Phone number: +15********* Website: https://avalontrust.com

Answer: Avalon was formed in 1998 to serve individuals and families seeking a trusted partner who would clarify all aspects of their personal wealth. They wanted pioneering socially and environmentally sound investment ideas backed by diligent research. An advisor who would ask the right questions and listen to their answers. A relationship with long term alignment. They found that partner in Avalon. Today we manage over one billion dollars in assets for clients around the world from our offices in Santa Fe, New Mexico, the New York area, and Portland, Oregon. While the industry is shifting toward consolidation and mega-institutions, Avalon has chosen the path of independence of ownership, of thought, of practice.

Answer:

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