THE TAVENNER COMPANY
Firm details
- Headquarters
- SPRINGFIELD, Ohio
- CRD number
- 18004
- Registered since
- July 28, 1989
- Website
- www.tavennerco.com
Firm profile
FINTRXOverview
The Tavenner Company is organized as a corporation and has been SEC-registered since 1989. According to the FINTRX snapshot, it is privately held by an individual and is classified as unclassified within the dataset. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser. FINTRX does not provide details on The Tavenner Company’s client segments, fee structure, specific advisory or business activities, or any affiliations.
Assets & Accounts
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
Owners & executives
1 of 1WILLIAM TAVENNER
Chief Compliance OfficerCRD 1508490
Contacts
3 of 13PETE ROCK
Registered RepresentativeCRD 1194207
MARTIN JARAS
PresidentCRD 1480411
DANIEL HEINI
Registered RepresentativeCRD 1666511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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