Avantra Family Wealth, Inc.

Avantra Family Wealth, Inc. (CRD# 288209) is a financial advisory firm headquartered in Mechanicsburg, PA. They manage $158,290,952 in 821 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 Sterling Parkway, Suite 107, Mechanicsburg, PA 17050
http://www.avantrafamilywealth.com
By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $192,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA, VA

Financial Advisors at Avantra Family Wealth, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Wade Hoffman, financial advisor Mechanicsburg PA
Wade A. Hoffman
CRD#: 2825341
100 Sterling Parkway, Suite 107, Mechanicsburg, PA 17050

Wade Hoffman (CRD# 2825341) is an Investment Advisor Representative working at Avantra Family Wealth, Inc. in Mechanicsburg, PA and has over 24 years of experience in the finance industry.

2
Kim Kenawell, financial advisor Mechanicsburg PA
Kim L. Kenawell
CRD#: 2681649
100 Sterling Parkway, Suite 107, Mechanicsburg, PA 17050

Kim Kenawell (CRD# 2681649) is an Investment Advisor Representative working at Avantra Family Wealth, Inc. in Mechanicsburg, PA and has over 27 years of experience in the finance industry.

3
Steven Thompson, financial advisor Mechanicsburg PA
Steven B. Thompson
CRD#: 4357058
100 Sterling Parkway, Suite 107, Mechanicsburg, PA 17050

Steven Thompson (CRD# 4357058) is an Investment Advisor Representative working at Avantra Family Wealth, Inc. in Mechanicsburg, PA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals