William
Marks
Avalon Investment & Advisory
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About this Advisor
William Marks is a financial advisor working out of Houston, Texas, who has 10 years of relevant experience. Marks is an advisor for Avalon Investment & Advisory. Over the course of their career, they have held roles at Avalon Advisors, LLC and Avalon Wealth Management LLC. Marks maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Avalon Investment & Advisory is a business operating out of Houston, TX. The firm has a total of 55 people on staff. It handles $7 billion in assets between its 2,101 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 98 charities and foundations. Of its 2,101 client accounts, 72% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Avalon Investment & Advisory can include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avalon Investment & Advisory Brokerage Details
$7,302,868,541
55
2,101
$3,475,901
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
William Marks Work History
William has been registered as a financial advisor for 10 years.*
Avalon Advisors, LLC
Avalon Wealth Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Marks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avalon Investment & Advisory
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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