1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AVENTINE FINANCIAL GROUP

Map pinDOYLESTOWN, PA
Phone(212) 269-2512
NotebookSEC #801-134117
Total AUM
$153.1M
Employees
3
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4259 WEST SWAMP ROAD
SUITE 302
DOYLESTOWN
PA 18902
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(212) 269-2512

ReceiptFinancials

Total AUM
$153.1M
Accounts
351
Discretionary
$149.7M
Accounts
350
Non-Discretionary
$3.4M
Accounts
1

ContactClients

View more in analytics →

Individual Clients
77
AUM
$21.9M
HNW Individual Clients
56
AUM
$127.8M
Pension/Profit Sharing Plan Clients
1
AUM
$3.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account