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 corporation that has been SEC-registered since 1989. FINTRX identifies ownership as individual and classifies the firm as "unclassified"; the platform provides limited detail on the firm's advisory offerings, client segmentation, or fee arrangements. Available metadata indicates the firm is not positioned as a capital allocator, is not identified as an active ESG investor, and is not reported as a pension consultant or related adviser. FINTRX also notes the firm is not a multi-state adviser, and the firm did not supply additional information about its activities, affiliations, or business lines within the dataset provided. Because public-facing disclosure in the record is sparse, further direct inquiry would be required to clarify services, target clients, and investment approach.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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
  • Thomas Tavenner

    Thomas Tavenner

    PresidentCRD 4720439

  • Martin Jaras

    Martin Jaras

    PresidentCRD 1480411

  • Maryanne Moscone

    Registered RepresentativeCRD 2386117

Unlock 10 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth