Avantra Family Wealth, Inc.
Firm details
- Headquarters
- Mechanicsburg, Pennsylvania
- CRD number
- 288209
- Registered since
- May 17, 2018
- Website
- www.avantrafamilywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.74%
- Individuals21.26%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Avantra Family Wealth, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2018. The firm describes itself as a capital allocator serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee schedule includes asset-based fees, hourly charges, and fixed-fee arrangements. Avantra does not identify as an active ESG investor and is not reported as a multistate or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- Private Funds5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Kim Kenawell
Founder & Chief Exceutive OfficerCRD 2681649
Contacts
2 of 2
Steven Thompson
Partner, Family Wealth AdvisorCRD 4357058
Wade Hoffman
Partner, CCOCRD 2825341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$51.5M in ETFs
43%
$21.9M
45%
$29.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST US EQUITY MODERATE BUFFER ETF - JUNE (GJUN) | Active | Options Trading | $4.5M | 108,930 | 8.72% |
Location
Mechanicsburg, PA
Cumberland
Location
Mechanicsburg, PA
Headquartered in Mechanicsburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 100 Sterling Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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