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Home > Retirement Planners > pennsylvania > mechanicsburg > AVANTRA FAMILY WEALTH, INC.
AVANTRA FAMILY WEALTH, INC.
100 Sterling Parkway
Suite 107
Mechanicsburg, Pennsylvania 17050
Tel: (717) 276-1501
About AVANTRA FAMILY WEALTH, INC.
AVANTRA FAMILY WEALTH, INC, formally registered with the SEC as AVANTRA FAMILY WEALTH, INC. The firm was established in 05/17/2018. They have over 1 offices throughout the country.
AVANTRA FAMILY WEALTH, INC. is a Mechanicsburg, Pennsylvania based Financial Planning firm with nearly $194,360,783 assets under management, offering retirement planning & investment advisory services to 990 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288209 |
| SEC# | 801-113234 |
| Assets Managed by Firm | $194,360,783 |
| No. of Clients | 990 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 990 | $194,360,783 |
| Individuals (other than high net worth individuals) | 214 | $48,499,526 |
| High net worth individuals | 56 | $145,861,257 |
More Retirement Planning firms in Mechanicsburg, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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