The Tavenner Company

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Springfield, Ohio
CRD number
18004
Registered since
July 28, 1989

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • William Tavenner

    William Tavenner

    Chief Compliance OfficerCRD 1508490

Contacts

3 of 13
  • Thomas Tavenner

    Thomas Tavenner

    PresidentCRD 4720439

  • Martin Jaras

    Martin Jaras

    PresidentCRD 1480411

  • Maryanne Moscone

    Registered RepresentativeCRD 2386117

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth