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Building 2AVENTINE FINANCIAL GROUP

Map pinYARDLEY, PA
Phone(212) 269-2512
NotebookSEC #801-114427
Total AUM
$36.8M
Employees
1
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
820 TOWNSHIP LINE ROAD
YARDLEY
PA 19067
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(212) 269-2512
Other Offices
1

ReceiptFinancials

Total AUM
$36.8M
Accounts
98
Discretionary
$36.4M
Accounts
97
Non-Discretionary
$407.6K
Accounts
1

ContactClients

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Individual Clients
85
AUM
$21.9M
HNW Individual Clients
12
AUM
$14.5M
Pension/Profit Sharing Plan Clients
1
AUM
$407.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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