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 privately owned corporate advisory firm that has been registered with the SEC since 1989. The firm's ownership is listed as individual ownership rather than institutional ownership, and its classification in the provided data is unclassified. The snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. Public disclosures supplied for this profile are limited. The Tavenner Company did not provide detail on its advisory services, client segments, fee schedules, or specific investment strategies in the material reviewed. Additional flags in the snapshot show the firm is not designated as a multi-state adviser, not newly formed, and not a pension consultant or related adviser.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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
  • Pete Rock

    Registered RepresentativeCRD 1194207

  • Martin Jaras

    Martin Jaras

    PresidentCRD 1480411

  • Daniel Heini

    Daniel Heini

    Registered RepresentativeCRD 1666511

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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