Traver Financial Consulting Network Pa

RIASEC RegisteredEst. 2026
Total AUM
$122M
Discretionary
$122M
100% of AUM
Avg account
$2.3M
Accounts
54
Employees
2
Advisory reps
1

Firm details

Headquarters
Lakewood Ranch, Florida
CRD number
139459
Registered since
September 16, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI91.09%
  • Individuals8.91%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Traver Financial Consulting Network Pa is an independent, privately owned registered investment adviser operating as a corporation and focused on individuals and families. The firm charges clients on a percentage-of-AUM basis and offers financial planning and portfolio management services for individuals, small businesses, and institutional/business clients. It does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 77%, Public Funds/Mutual Funds 12%, Private Funds 5%, Cash & Cash Equivalents 3%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds12%
  • Private Funds5%
  • Cash & Cash Equivalents3%

Contacts

1 of 1

  • John Traver

    PresidentCRD 1703441

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lakewood Ranch, FL

Manatee

Location

Lakewood Ranch, FL

Headquartered in Lakewood Ranch, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
Manatee
Address
9040 Town Center Pkwy
Time zone
ET (UTC-5)
Office locations

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