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 registered with the SEC since 1989. The dataset lists the firm’s owner type as Individual and records its internal classification as "Unclassified." According to the available information, the firm does not identify as a capital allocator and is not flagged as an active ESG investor. It is not recorded as a multi-state adviser, a pension consultant, or as having a related adviser. Details about its advisory activities, fee schedules, and target client segments are not provided in the data.
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 1
William 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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