The Tavenner Company
Firm details
- Headquarters
- Springfield, Ohio
- CRD number
- 18004
- Registered since
- July 28, 1989
- Website
- www.tavennerco.com
Firm profile
FINTRXOverview
The Tavenner Company is a corporation that has been SEC-registered since 1989 and is owned by an individual. Publicly available metadata classifies the firm as "Unclassified" and indicates it does not act as a capital allocator. The firm is not identified as an active ESG investor, is not flagged as a pension consultant, and is not listed as a related adviser in the source data. Disclosure about the business model, client types, fee arrangements, advisory activities, and investment approach was not provided in the dataset. The absence of those details limits what can be said about how the firm sources and manages investments or who its core clients are.
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
Owners & executives
1 of 1
William Tavenner
Chief Compliance OfficerCRD 1508490
Contacts
3 of 13
Thomas Tavenner
PresidentCRD 4720439
Martin Jaras
PresidentCRD 1480411
Maryanne Moscone
Registered RepresentativeCRD 2386117
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Springfield, OH
Clark
Location
Springfield, OH
Headquartered in Springfield, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Clark
- Address
- 4910 Old Mechanicsburg Rd
- Time zone
- ET (UTC-5)
- Office locations
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