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 that has been SEC-registered since 2018 and focuses on individual and family clients. The firm acts as a capital allocator, selecting third-party managers as part of its offering, and provides financial planning, portfolio management for individuals and small businesses, and manager selection. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor.
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 1KIM KENAWELL
Founder & Chief Exceutive OfficerCRD 2681649
Contacts
2 of 2Steven 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 48Active vs passive
$42.9M in ETFs
47%
$20.1M
45%
$22.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST US EQUITY MODERATE BUFFER ETF - JUNE (GJUN) | Active | Options Trading | $4.3M | 108,329 | 9.96% |
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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