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Travis Matthew Lohr

HARREN EQUITY PARTNERS, LLC·CHARLOTTESVILLE, Virginia
Unclaimed Profile
THE GLEASON BUILDING, CHARLOTTESVILLE, VA 22902-5662CRD# 7240839Firm CRD# 158494
01

About

Travis Matthew Lohr is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with HARREN EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HARREN EQUITY PARTNERS, LLC
HARREN EQUITY PARTNERS, LLC
AUM
$799M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at HARREN EQUITY PARTNERS, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7240839
Firm CRD# 158494
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Travis Matthew Lohr offer?
Travis Matthew Lohr specializes in Retirement Planning. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Travis Matthew Lohr's credentials?
Travis Matthew Lohr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Travis Matthew Lohr located?
Travis Matthew Lohr is based in CHARLOTTESVILLE, Virginia, working with HARREN EQUITY PARTNERS, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Travis Matthew Lohr charge for services?
Travis Matthew Lohr's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARREN EQUITY PARTNERS, LLC?
HARREN EQUITY PARTNERS, LLC has approximately 9 employees and manages $799M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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