AVANTRA FAMILY WEALTH, INC.

MECHANICSBURG, Pennsylvania·4 registered advisors·CRD# 288209
SEC# 801-1132340(717) 276-1501
01

Firm Overview

AUM
$158M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AVANTRA FAMILY WEALTH, INC.

4 registered advisors
Frank Robert Collins
MECHANICSBURG, Pennsylvania
Kim Lee Kenawell
MECHANICSBURG, Pennsylvania
Steven Bentley Thompson
MECHANICSBURG, Pennsylvania
Wade Aaron Hoffman
MECHANICSBURG, Pennsylvania
05

Office Locations

MECHANICSBURG, Pennsylvania
4 advisors

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Data sourced from SEC Form ADV filings. AVANTRA FAMILY WEALTH, INC. (CRD# 288209) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.