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

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