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Building 2AVANTRA FAMILY WEALTH, INC.

Map pinMECHANICSBURG, PA
Phone(717) 276-1501
NotebookSEC #801-113234
Total AUM
$221.6M
Employees
6
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 STERLING PARKWAY
SUITE 107
MECHANICSBURG
PA 17050
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(717) 276-1501

ReceiptFinancials

Total AUM
$221.6M
Accounts
1,041
Discretionary
$216.1M
Accounts
1,018
Non-Discretionary
$5.4M
Accounts
23

ContactClients

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Individual Clients
158
AUM
$47.1M
HNW Individual Clients
65
AUM
$174.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPAVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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