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 is owned by an individual. Publicly available records provide minimal detail about its advisory activities, fee model, or client segments. The firm is not identified as a capital allocator and is not listed as an active ESG investor. Other firm-level attributes reported include classification as unclassified, and it is not marked as a multi-state adviser, a pension consultant, a related adviser, or newly formed.
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
Owners & executives
1 of 1
William Tavenner
Chief Compliance OfficerCRD 1508490
Contacts
3 of 12
Thomas Tavenner
PresidentCRD 4720439
Martin Jaras
PresidentCRD 1480411
Maryanne Moscone
Registered RepresentativeCRD 2386117
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
Similar firms
Lument Securities, LLC
Broker-DealerColumbus, OH
Keybanc Capital Markets Inc.
Broker-DealerCleveland, OH
Touchstone Securities, LLC
Broker-DealerCincinnati, OH
Victory Capital Services, Inc.
Broker-DealerBrooklyn, OH
American Heritage Securities, Inc.
Broker-DealerAkron, OH
Rkca, Inc.
Broker-DealerCincinnati, OH