REGULATORY INFORMATION
Disclosures &
important information.
Current regulatory documents and public registration information for Avalon Financial LLC.
FORM ADV
Firm Brochure — Part 2A
The Form ADV Part 2A describes Avalon Financial's advisory business, services, fees, investment strategies, risks, conflicts, brokerage practices, and other required information.
FORM ADV
Brochure Supplement — Part 2B
The Part 2B brochure supplement provides information about Chad Conway and his background as an Investment Adviser Representative.
PUBLIC RECORD
Investment Adviser Public Disclosure
View Avalon Financial LLC's public registration record, including available regulatory filings and historical information.
PRIVACY
Privacy Policy
Avalon Financial's current privacy policy describes how client personal and financial information is collected, shared, protected, and handled.
IMPORTANT DISCLOSURES
Investment risk
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Different types of investments involve different levels of risk, and there is no assurance that any investment strategy will be successful.
Information on this website is general in nature and is not intended to be personalized investment, tax, or legal advice. Avalon Financial does not sell insurance or annuity products, but may review existing insurance policies at a client's request as part of financial planning and investment discussions. Advisory services are provided only pursuant to a written advisory agreement.
Registration with a securities regulator does not imply a certain level of skill or training.