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Gathering insights about Clearstead Avalon Trust…

Clearstead Avalon Trust Tech Stack

Clearstead Avalon Trust uses 8 technology products and services including Open Graph, RSS, Wix eCommerce, and more. Explore Clearstead Avalon Trust's tech stack below.

  • Open Graph
    Content Management System
  • RSS
    Content Management System
  • Wix eCommerce
    E-commerce
  • React
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • TweenMax
    Javascript Frameworks
  • Zepto
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology

Media & News

Clearstead Avalon Trust's Email Address Formats

Clearstead Avalon Trust uses at least 1 format(s):
Clearstead Avalon Trust Email FormatsExamplePercentage
FLast@avalontrust.comJDoe@avalontrust.com
50%
FLast@avalontrust.comJDoe@avalontrust.com
50%

Frequently Asked Questions

Where is Clearstead Avalon Trust's headquarters located?

Minus sign iconPlus sign iconClearstead Avalon Trust's main headquarters is located at 125 Lincoln Avenue Suite 301 Santa fe, New Mexico 87501 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Clearstead Avalon Trust's phone number?

Minus sign iconPlus sign icon You can contact Clearstead Avalon Trust's main corporate office by phone at
+1-505-983-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Clearstead Avalon Trust's official website and social media links?

Minus sign iconPlus sign iconClearstead Avalon Trust's official website is avalontrust.com and has social profiles on LinkedIn.

How much revenue does Clearstead Avalon Trust generate?

Minus sign iconPlus sign icon As of February 2026, Clearstead Avalon Trust's annual revenue is estimated to be $749K.

What is Clearstead Avalon Trust's SIC code NAICS code?

Minus sign iconPlus sign iconClearstead Avalon Trust's SIC code is 6733 - Trusts, Except Educational, Religious, and Charitable NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Clearstead Avalon Trust have currently?

Minus sign iconPlus sign iconAs of February 2026, Clearstead Avalon Trust has approximately 19 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Investment Officer: C. T.Chief Financial Officer: R. A.Chief Counsel & Partner: J. P.. Explore Clearstead Avalon Trust's employee directory with LeadIQ.

What industry does Clearstead Avalon Trust belong to?

Minus sign iconPlus sign iconClearstead Avalon Trust operates in the Investment Management industry.

What technology does Clearstead Avalon Trust use?

Minus sign iconPlus sign iconClearstead Avalon Trust's tech stack includes Open GraphRSSWix eCommerceReactRequireJSTweenMaxZeptoX-Content-Type-Options.

What is Clearstead Avalon Trust's email format?

Minus sign iconPlus sign iconClearstead Avalon Trust's email format typically follows the pattern of FLast@avalontrust.com. Find more Clearstead Avalon Trust email formats with LeadIQ.

When was Clearstead Avalon Trust founded?

Minus sign iconPlus sign iconClearstead Avalon Trust was founded in 1998.

Clearstead Avalon Trust

Investment ManagementNew Mexico, United States11-50 Employees

Founded in 1998, Clearstead Avalon Trust is a state of New Mexico-chartered trust company, which is wholly owned by Clearstead Advisors, a financial advisory firm headquartered in Cleveland, OH.

For families and individuals with trust assets, Clearstead Avalon Trust offers the expertise of an investment firm and wealth planning practice, with the resources of a trust company, serving individuals, families, trusts, and foundations. Our approach enables us to craft carefully considered solutions for each client — a product of our best thinking.

Section iconCompany Overview

Headquarters
125 Lincoln Avenue Suite 301 Santa fe, New Mexico 87501 United States
Phone number
+1-505-983-****
Website
avalontrust.com
SIC Code
6733 - Trusts, Except Educational, Religious, and Charitable
NAICS Code
5239 - Other Financial Investment Activities
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Clearstead Avalon Trust's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Clearstead Avalon Trust's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    C. T.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Chief Counsel & Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    President And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Founder
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    B. M.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. B.
    Senior Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Portfolio Manager / Investment Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Client Service Manager
    Phone icon
    Mobile Phone

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