Avantia

Avantia (CRD# 307869) is a financial advisory firm headquartered in Bellevue, WA. They manage $46,337,951 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $370,704
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Avantia
Showing 1 - 2 of 2 top financial advisors.
1
Trevor J. Cobb
CRD#: 5549449
500 108th Ave Ne, Suite 1100, Bellevue, WA 98004

Trevor Cobb (CRD# 5549449) is an Investment Advisor Representative working at Avantia in Bellevue, WA and has over 14 years of experience in the finance industry.

2
Keaton C. Layman
CRD#: 7371323
500 108th Ave Ne, Suite 1100, Bellevue, WA 98004

Keaton Layman (CRD# 7371323) is an Investment Advisor Representative working at Avantia in Bellevue, WA and has over 2 years of experience in the finance industry.

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