Cavner Social Enterprises, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 173606
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Cavner Social Enterprises, LLC is a small, individual-owned limited liability company that provides financial planning services to an institutional client base. The firm operates under a fee model that can include hourly charges and fixed fees, and it is not registered as a multi-state adviser. FINTRX classifies the firm as unclassified and notes an affiliation with an insurance company; the firm is not listed as a capital allocator and is not identified as an active ESG investor or a pension consultant.
Assets & Accounts
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
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 3904 Petra Path
- Time zone
- CT (UTC-6)
- Office locations
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