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).
Current Firm Details
By the Numbers
-
Total Assets Under Management46MILLION
-
Total Number of Accounts125ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Avantia
1
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 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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