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Steven Bentley Thompson

AVANTRA FAMILY WEALTH, INC.·MECHANICSBURG, Pennsylvania
Unclaimed Profile
100 STERLING PARKWAY, MECHANICSBURG, PA 17050CRD# 4357058Firm CRD# 288209
01

About

Steven Bentley Thompson is a registered financial advisor based in MECHANICSBURG, Pennsylvania, affiliated with AVANTRA FAMILY WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AVANTRA FAMILY WEALTH, INC.
AVANTRA FAMILY WEALTH, INC.
AUM
$158M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at AVANTRA FAMILY WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4357058
Firm CRD# 288209
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Bentley Thompson offer?
Steven Bentley Thompson specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.
What are Steven Bentley Thompson's credentials?
Steven Bentley Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Bentley Thompson located?
Steven Bentley Thompson is based in MECHANICSBURG, Pennsylvania, working with AVANTRA FAMILY WEALTH, INC.. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.
How does Steven Bentley Thompson charge for services?
Steven Bentley Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVANTRA FAMILY WEALTH, INC.?
AVANTRA FAMILY WEALTH, INC. has approximately 6 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MECHANICSBURG
Christopher Jon Lenz — WIENKEN ADVISORS, LTD.Glenn Carrick Mckenzie — MIGHTY OAK STRONG AMERICA INVESTMENT COMPANYDavid William Marrazzo — GUARDIAN ASSET ADVISORS, LLCDonald Lynn Demuth — MIGHTY OAK STRONG AMERICA INVESTMENT COMPANYDavid Isaac Lutz — LIFEGUIDE FINANCIAL ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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