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AVANTRA FAMILY WEALTH, INC.
Tel: (717) 276-1501
100 Sterling Parkway Suite 107
Mechanicsburg, Pennsylvania 17050
AVANTRA FAMILY WEALTH, INC.
AVANTRA FAMILY WEALTH, INC. is a Mechanicsburg, Pennsylvania based financial advisory firm with nearly $194,360,783 in assets under management and provides investment advisory services for 990 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
288209
SEC#:
801-113234
No. of Clients:
990
Assets under Management
$194,360,783
No. of Advisors:
6
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