The Tavenner Company

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
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 corporate-structured advisory firm owned by an individual. Publicly available records contain very little detail about the firm's investment approach, client segments, fee structure, or specific advisory services; the firm has not disclosed its business activities or affiliations in the source data. What the available data does show is a limited profile on certain operational attributes: the firm is listed as "Unclassified" for its classification, is not identified as a capital allocator, is not an active ESG investor, and is not designated as a pension consultant or related adviser. It is also not flagged as a newly formed adviser. Those points suggest a relatively narrow or traditional advisory footprint, although the absence of more detailed disclosure makes the firm's strategy, product mix, and target client base unclear.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth