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AVANTRA FAMILY WEALTH LLC
AVANTRA FAMILY WEALTH LLC (CRD# 288209) is an SEC-Registered Investment Advisor (RIA), headquartered in Mechanicsburg, PA. The SEC approved the firm to operate as an RIA in May 2018. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $104.6 Million, and has discretion over 86% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
AVANTRA FAMILY WEALTH LLC also reported in Oct 2018:
  • 9 employees, with 5 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AVANTRA FAMILY WEALTH LLC has no disclosure events reported to the SEC at this time.
 

View AVANTRA FAMILY WEALTH LLC's most recent Form ADV filing
 


AVANTRA FAMILY WEALTH LLC has Notice Filings with the following State Securities Authorities: PA-May 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.