Traver Financial Consulting Network Pa
Firm details
- Headquarters
- Lakewood Ranch, Florida
- CRD number
- 139459
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.71%
- Individuals12.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Traver Financial Consulting Network Pa is an independent, privately owned RIA operating as a corporation that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning along with portfolio management services for individuals, small businesses, and other businesses or institutions. It does not advertise itself as an ESG-focused adviser, is not structured as a multi-state or newly formed adviser, and does not act as a capital allocator or pension consultant.
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 Equities77%
- Public Funds/Mutual Funds12%
- Private Funds5%
- Cash & Cash Equivalents3%
Contacts
1 of 1John Traver
PresidentCRD 1703441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakewood Ranch, FL
Manatee
Location
Lakewood Ranch, FL
Headquartered in Lakewood Ranch, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Manatee
- Address
- 9040 Town Center Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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