AVANTRA FAMILY WEALTH, INC.
Tel: (717) 276-1501 100 Sterling Parkway Suite 107 Mechanicsburg, Pennsylvania 17050
About AVANTRA FAMILY WEALTH, INC.
AVANTRA FAMILY WEALTH, INC. is a Mechanicsburg, Pennsylvania based financial advisory firm with nearly $194,360,783 in assets under management and provides investment advisory services for 990 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
288209
Firm SEC#:
801-113234
Assets Under Management:
$194,360,783
No. of Clients:
990
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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