AVANTRA FAMILY WEALTH, INC. - Financial Advisor in Pennsylvania, Mechanicsburg

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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